+47.5%
KGC vs LPLA
+1,099.8%
-1,052.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.4% | -0.6% | +2.7% |
| 7D | +11.1% | +2.3% | +8.8% | +11.1% |
| 30D | -3.7% | -7.7% | +3.9% | -3.7% |
| 3M | -17.2% | -15.7% | -1.5% | -17.1% |
| 6M | -27.3% | +0.8% | -28.1% | -27.3% |
| YTD | -18.5% | -14.2% | -4.3% | -18.5% |
| 1Y | -5.7% | -17.9% | +12.2% | -5.6% |
| 3Y | +336.5% | +36.1% | +300.4% | +336.7% |
| 5Y | +298.7% | +90.3% | +208.4% | +299.2% |
| 10Y | +538.5% | +841.0% | -302.4% | +567.0% |
| All | +47.5% | +1,099.8% | -1,052.3% | +52.3% |
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