+853.3%
APO vs LPLA
+758.1%
+95.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +5.8% | -0.9% | +6.7% | +6.3% |
| 30D | +8.9% | -9.5% | +18.4% | +13.9% |
| 3M | -13.6% | -21.9% | +8.2% | -2.5% |
| 6M | -5.4% | -2.6% | -2.8% | -5.7% |
| YTD | -13.6% | -17.8% | +4.2% | -6.3% |
| 1Y | -2.5% | -21.2% | +18.7% | +8.1% |
| 3Y | +50.9% | +30.6% | +20.2% | +24.3% |
| 5Y | +81.4% | +81.3% | 0.0% | +20.4% |
| All | +853.3% | +758.1% | +95.3% | +218.3% |
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