+932.4%
APO vs LPLA
+1,235.7%
-303.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.5% |
| 7D | -1.0% | -1.5% | +0.6% | -0.2% |
| 30D | -0.4% | -6.0% | +5.6% | +2.9% |
| 3M | -0.9% | +21.4% | -22.2% | -10.8% |
| 6M | +22.1% | +12.1% | +10.1% | +13.8% |
| YTD | -8.4% | -1.8% | -6.5% | -8.6% |
| 1Y | -0.9% | +3.2% | -4.2% | -4.5% |
| 3Y | +56.1% | +45.9% | +10.2% | +23.3% |
| 5Y | +136.0% | +144.7% | -8.6% | +37.3% |
| All | +932.4% | +1,235.7% | -303.3% | +227.3% |
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