-20.3%
AMT vs LPLA
+78.4%
-98.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.7% |
| 7D | +0.5% | +4.1% | -3.6% | +0.6% |
| 30D | +13.6% | -9.0% | +22.6% | +13.5% |
| 3M | +11.5% | -17.6% | +29.1% | +11.2% |
| 6M | +6.9% | -8.8% | +15.8% | +6.9% |
| YTD | +10.8% | -17.0% | +27.9% | +10.8% |
| 1Y | +10.3% | -20.4% | +30.7% | +10.2% |
| 3Y | +12.4% | +35.4% | -23.0% | +9.4% |
| All | -20.3% | +78.4% | -98.8% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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