+43.5%
KDP vs LPLA
-16.5%
+60.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.6% | +1.3% | +5.9% |
| 7D | +5.3% | +15.7% | -10.4% | +5.5% |
| 30D | +19.1% | -6.2% | +25.3% | +18.6% |
| 3M | +19.2% | -12.0% | +31.2% | +18.2% |
| 6M | +29.3% | -2.7% | +32.0% | +29.3% |
| YTD | +35.5% | -12.5% | +48.1% | +34.4% |
| 1Y | +43.5% | -16.5% | +60.0% | +43.9% |
| All | +43.5% | -16.5% | +60.0% | +43.9% |
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