-49.4%
KVYO vs LUMN
+33.3%
-82.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +2.6% | -11.6% | -9.0% |
| 7D | -15.7% | 0.0% | -15.7% | -15.7% |
| 30D | -9.0% | +2.6% | -11.5% | -8.9% |
| 3M | +10.1% | -19.6% | +29.7% | +10.2% |
| 6M | -20.6% | +2.7% | -23.3% | -21.9% |
| YTD | -49.9% | -12.4% | -37.5% | -50.4% |
| 1Y | -49.4% | +21.0% | -70.4% | -47.3% |
| All | -49.4% | +33.3% | -82.7% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LUMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling