+696.7%
KKR vs LPLA
+1,251.7%
-555.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.8% |
| 7D | -6.2% | -1.5% | -4.6% | -5.4% |
| 30D | -8.9% | -6.0% | -2.9% | -5.9% |
| 3M | +6.3% | +24.0% | -17.8% | -5.7% |
| 6M | +16.5% | +17.0% | -0.5% | +6.0% |
| YTD | -20.3% | -0.7% | -19.6% | -21.1% |
| 1Y | -29.8% | +2.1% | -31.9% | -32.0% |
| 3Y | +63.2% | +48.7% | +14.5% | +28.0% |
| 5Y | +68.0% | +151.2% | -83.3% | -4.9% |
| All | +696.7% | +1,251.7% | -555.0% | +124.2% |
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 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