+7,118.0%
KLAC vs LPLA
+1,049.8%
+6,068.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.2% | -3.2% |
| 7D | +10.0% | -0.9% | +10.9% | +10.4% |
| 30D | -14.8% | -9.5% | -5.3% | -12.5% |
| 3M | -27.2% | -21.9% | -5.3% | -21.5% |
| 6M | -17.5% | -2.6% | -14.8% | -18.5% |
| YTD | +25.8% | -17.8% | +43.6% | +30.5% |
| 1Y | +31.8% | -21.2% | +53.0% | +38.9% |
| 3Y | +195.3% | +30.6% | +164.7% | +151.7% |
| 5Y | +285.9% | +81.3% | +204.6% | +184.0% |
| 10Y | +2,247.6% | +773.9% | +1,473.6% | +929.0% |
| All | +7,118.0% | +1,049.8% | +6,068.3% | +2,456.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling