+67.6%
KKR vs LPLA
+142.4%
-74.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -8.1% | -3.7% | -4.4% | -6.2% |
| 30D | -9.1% | -6.4% | -2.7% | -5.9% |
| 3M | +6.4% | +20.2% | -13.8% | -4.0% |
| 6M | +12.6% | +12.8% | -0.3% | +4.5% |
| YTD | -20.4% | -2.5% | -17.9% | -20.5% |
| 1Y | -27.1% | +1.9% | -29.0% | -29.3% |
| 3Y | +63.8% | +45.0% | +18.9% | +32.4% |
| 5Y | +67.6% | +146.6% | -79.0% | -6.4% |
| All | +67.6% | +142.4% | -74.8% | -6.4% |
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