-50.1%
KVYO vs LUMN
+328.4%
-378.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.4% |
| 7D | -12.1% | +2.5% | -14.6% | -12.2% |
| 30D | -5.2% | +10.3% | -15.5% | -5.5% |
| 3M | +14.5% | -18.3% | +32.7% | +15.1% |
| 6M | -17.6% | +4.4% | -22.0% | -18.4% |
| YTD | -49.6% | -10.7% | -38.9% | -49.9% |
| 1Y | -48.6% | +14.0% | -62.5% | -49.6% |
| All | -50.1% | +328.4% | -378.5% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling