+2,838.9%
KLAC vs LPLA
+1,226.8%
+1,612.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -2.9% |
| 7D | +2.5% | -3.7% | +6.1% | +4.0% |
| 30D | -11.5% | -6.4% | -5.1% | -9.2% |
| 3M | -16.9% | +20.2% | -37.1% | -23.8% |
| 6M | +22.2% | +12.8% | +9.4% | +14.3% |
| YTD | +46.4% | -2.5% | +48.9% | +44.3% |
| 1Y | +91.0% | +1.9% | +89.1% | +83.5% |
| 3Y | +264.6% | +45.0% | +219.6% | +191.8% |
| 5Y | +430.6% | +146.6% | +284.0% | +220.9% |
| All | +2,838.9% | +1,226.8% | +1,612.2% | +1,026.6% |
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