+825.4%
KDP vs LPLA
+1,060.6%
-235.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | +2.2% | +4.1% | -1.9% | +1.8% |
| 30D | +19.9% | -9.0% | +29.0% | +21.0% |
| 3M | +21.5% | -17.6% | +39.1% | +23.7% |
| 6M | +30.1% | -8.8% | +38.9% | +30.8% |
| YTD | +34.9% | -17.0% | +52.0% | +36.5% |
| 1Y | +43.4% | -20.4% | +63.8% | +45.7% |
| 3Y | +29.1% | +35.4% | -6.3% | +20.9% |
| 5Y | +15.0% | +79.7% | -64.8% | +2.0% |
| 10Y | +234.1% | +915.0% | -680.9% | +136.3% |
| All | +825.4% | +1,060.6% | -235.2% | +513.6% |
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