+136.1%
BKR vs LPLA
+1,263.8%
-1,127.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.4% |
| 7D | -6.7% | -3.7% | -3.0% | -5.2% |
| 30D | -8.3% | -6.4% | -2.0% | -5.9% |
| 3M | -5.4% | +20.2% | -25.6% | -13.3% |
| 6M | +0.8% | +12.8% | -12.0% | -5.8% |
| YTD | +31.8% | -2.5% | +34.3% | +30.1% |
| 1Y | +28.6% | +1.9% | +26.6% | +23.5% |
| 3Y | +71.2% | +45.0% | +26.3% | +35.7% |
| 5Y | +179.2% | +146.6% | +32.6% | +62.8% |
| 10Y | +124.0% | +1,213.6% | -1,089.6% | -35.3% |
| All | +136.1% | +1,263.8% | -1,127.7% | -43.0% |
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