+452.1%
KLAC vs LPLA
+145.5%
+306.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +6.2% | -1.5% | +7.7% | +6.7% |
| 30D | -5.0% | -6.0% | +1.0% | -2.9% |
| 3M | -14.4% | +21.4% | -35.8% | -21.1% |
| 6M | +28.3% | +12.1% | +16.2% | +21.1% |
| YTD | +51.1% | -1.8% | +52.9% | +49.1% |
| 1Y | +100.4% | +3.2% | +97.2% | +92.5% |
| 3Y | +276.3% | +45.9% | +230.4% | +203.7% |
| 5Y | +452.1% | +144.7% | +307.4% | +210.6% |
| All | +452.1% | +145.5% | +306.5% | +210.6% |
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 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