+908.2%
APO vs LPLA
+1,226.8%
-318.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.0% |
| 7D | -4.9% | -3.7% | -1.2% | -3.0% |
| 30D | -8.4% | -6.4% | -2.1% | -5.2% |
| 3M | -2.1% | +20.2% | -22.2% | -11.4% |
| 6M | +19.2% | +12.8% | +6.4% | +10.7% |
| YTD | -10.5% | -2.5% | -8.0% | -10.4% |
| 1Y | -2.7% | +1.9% | -4.7% | -5.5% |
| 3Y | +52.5% | +45.0% | +7.5% | +20.8% |
| 5Y | +132.1% | +146.6% | -14.5% | +34.5% |
| All | +908.2% | +1,226.8% | -318.5% | +220.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling