-18.3%
AON vs LPLA
+3.8%
-22.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.5% | -1.8% |
| 7D | -6.3% | -1.5% | -4.8% | -6.2% |
| 30D | -14.1% | -6.0% | -8.1% | -13.8% |
| 3M | -9.5% | +24.0% | -33.5% | -10.8% |
| 6M | -4.0% | +17.0% | -21.0% | -5.4% |
| YTD | -13.8% | -0.7% | -13.1% | -15.6% |
| 1Y | -18.3% | +2.1% | -20.4% | -20.9% |
| All | -18.3% | +3.8% | -22.1% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling