+839.9%
APO vs LPLA
+797.0%
+42.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.4% |
| 7D | +0.2% | -3.2% | +3.3% | +1.9% |
| 30D | +3.1% | -8.6% | +11.8% | +7.3% |
| 3M | -12.0% | -18.7% | +6.7% | -2.8% |
| 6M | -5.0% | +4.5% | -9.5% | -8.8% |
| YTD | -14.0% | -15.3% | +1.3% | -8.2% |
| 1Y | -5.9% | -19.9% | +13.9% | +3.4% |
| 3Y | +51.6% | +33.4% | +18.2% | +23.6% |
| 5Y | +80.8% | +87.4% | -6.6% | +18.1% |
| 10Y | +839.9% | +800.4% | +39.5% | +212.2% |
| All | +839.9% | +797.0% | +42.9% | +212.2% |
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