+57.1%
APO vs LPLA
+50.5%
+6.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | 0.0% |
| 7D | +0.1% | -2.1% | +2.2% | +1.2% |
| 30D | +3.9% | -3.3% | +7.2% | +5.8% |
| 3M | +3.8% | +23.5% | -19.8% | -7.6% |
| 6M | +22.3% | +12.0% | +10.3% | +13.9% |
| YTD | -7.8% | -1.7% | -6.1% | -8.0% |
| 1Y | -0.3% | +3.2% | -3.6% | -3.9% |
| 3Y | +57.1% | +46.2% | +10.9% | +39.1% |
| All | +57.1% | +50.5% | +6.7% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling