+279.1%
KLAC vs LPLA
+44.8%
+234.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +6.2% | -1.5% | +7.7% | +6.6% |
| 30D | -5.0% | -6.0% | +1.0% | -3.3% |
| 3M | -14.4% | +21.4% | -35.8% | -20.1% |
| 6M | +28.3% | +12.1% | +16.2% | +22.4% |
| YTD | +51.1% | -1.8% | +52.9% | +50.0% |
| 1Y | +100.4% | +3.2% | +97.2% | +94.2% |
| All | +279.1% | +44.8% | +234.3% | +227.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling