+91.0%
KLAC vs LPLA
+2.8%
+88.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -3.1% |
| 7D | +2.5% | -3.7% | +6.1% | +2.8% |
| 30D | -11.5% | -6.4% | -5.1% | -11.0% |
| 3M | -16.9% | +20.2% | -37.1% | -19.1% |
| 6M | +22.2% | +12.8% | +9.4% | +20.0% |
| YTD | +46.4% | -2.5% | +48.9% | +47.0% |
| 1Y | +91.0% | +1.9% | +89.1% | +87.7% |
| All | +91.0% | +2.8% | +88.2% | +87.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling