+175.8%
KDP vs LPLA
+1,194.2%
-1,018.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.2% |
| 7D | +2.1% | -2.1% | +4.1% | +2.3% |
| 30D | +8.5% | -3.3% | +11.8% | +8.9% |
| 3M | +6.6% | +23.5% | -16.9% | +3.7% |
| 6M | +17.1% | +12.0% | +5.1% | +15.0% |
| YTD | +19.0% | -1.7% | +20.7% | +18.5% |
| 1Y | +21.8% | +3.2% | +18.6% | +20.2% |
| 3Y | +6.4% | +46.2% | -39.8% | -2.0% |
| 5Y | +5.1% | +144.9% | -139.8% | -13.5% |
| 10Y | +175.8% | +1,195.1% | -1,019.2% | +85.8% |
| All | +175.8% | +1,194.2% | -1,018.4% | +85.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling