-35.9%
APP vs LPLA
+0.7%
-36.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | +0.9% | -3.1% | +3.9% | +1.8% |
| 30D | -23.3% | -0.1% | -23.2% | -23.4% |
| 3M | -42.6% | +23.2% | -65.9% | -47.0% |
| 6M | -33.6% | +15.5% | -49.1% | -37.3% |
| YTD | -52.4% | +0.9% | -53.3% | -53.2% |
| 1Y | -35.9% | +0.2% | -36.0% | -36.1% |
| All | -35.9% | +0.7% | -36.6% | -36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling