+454.5%
KGC vs LPLA
+143.6%
+310.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -2.2% |
| 7D | +2.4% | -2.1% | +4.5% | +2.6% |
| 30D | +9.2% | -3.3% | +12.6% | +9.4% |
| 3M | +16.7% | +23.5% | -6.8% | +15.4% |
| 6M | -7.0% | +12.0% | -19.0% | -7.8% |
| YTD | +7.5% | -1.7% | +9.2% | +7.3% |
| 1Y | +34.4% | +3.2% | +31.1% | +33.9% |
| 3Y | +552.0% | +46.2% | +505.8% | +538.1% |
| 5Y | +454.5% | +144.9% | +309.6% | +433.8% |
| All | +454.5% | +143.6% | +310.9% | +433.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling