+8,695.1%
KLAC vs LPLA
+1,311.2%
+7,383.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.4% |
| 7D | +5.7% | -3.1% | +8.8% | +6.9% |
| 30D | -3.6% | -0.1% | -3.5% | -3.7% |
| 3M | -12.8% | +23.2% | -36.0% | -19.8% |
| 6M | +26.1% | +15.5% | +10.5% | +18.0% |
| YTD | +53.3% | +0.9% | +52.4% | +49.7% |
| 1Y | +113.7% | +0.2% | +113.5% | +107.6% |
| 3Y | +274.9% | +55.2% | +219.7% | +203.8% |
| 5Y | +470.1% | +145.4% | +324.7% | +280.3% |
| 10Y | +2,997.0% | +1,229.7% | +1,767.4% | +1,109.6% |
| All | +8,695.1% | +1,311.2% | +7,383.8% | +2,831.8% |
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