+38.6%
KGC vs LPLA
+1,084.6%
-1,046.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +2.0% | -0.3% |
| 7D | +0.2% | -3.2% | +3.4% | +0.3% |
| 30D | -8.8% | -8.6% | -0.2% | -8.8% |
| 3M | -21.1% | -18.7% | -2.4% | -20.9% |
| 6M | -32.3% | +4.5% | -36.9% | -32.4% |
| YTD | -23.5% | -15.3% | -8.1% | -23.4% |
| 1Y | -15.0% | -19.9% | +4.9% | -14.9% |
| 3Y | +327.5% | +33.4% | +294.1% | +327.8% |
| 5Y | +244.3% | +87.4% | +156.9% | +244.7% |
| 10Y | +634.8% | +800.4% | -165.7% | +666.8% |
| All | +38.6% | +1,084.6% | -1,046.0% | +43.2% |
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