+1,804.4%
APO vs LPLA
+1,199.2%
+605.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.0% | -3.1% | +2.1% | +0.4% |
| 30D | +3.5% | -0.1% | +3.5% | +3.5% |
| 3M | +4.5% | +23.2% | -18.7% | -5.1% |
| 6M | +22.8% | +15.5% | +7.2% | +14.1% |
| YTD | -6.5% | +0.9% | -7.4% | -7.7% |
| 1Y | +0.8% | +0.2% | +0.7% | -0.8% |
| 3Y | +62.0% | +55.2% | +6.7% | +30.0% |
| 5Y | +138.2% | +145.4% | -7.2% | +54.4% |
| 10Y | +940.3% | +1,229.7% | -289.4% | +264.4% |
| All | +1,804.4% | +1,199.2% | +605.2% | +543.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling