+197.7%
AON vs LPLA
+1,251.7%
-1,054.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.5% | -2.1% |
| 7D | -6.3% | -1.5% | -4.8% | -6.0% |
| 30D | -14.1% | -6.0% | -8.1% | -12.9% |
| 3M | -9.5% | +24.0% | -33.5% | -14.2% |
| 6M | -4.0% | +17.0% | -21.0% | -8.1% |
| YTD | -13.8% | -0.7% | -13.1% | -14.8% |
| 1Y | -18.3% | +2.1% | -20.4% | -20.1% |
| 3Y | -7.2% | +48.7% | -55.9% | -20.1% |
| 5Y | +7.3% | +151.2% | -143.9% | -23.9% |
| All | +197.7% | +1,251.7% | -1,054.0% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling