+35.8%
KNX vs LPLA
+46.5%
-10.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -2.0% |
| 7D | -5.6% | -1.5% | -4.0% | -5.2% |
| 30D | -4.4% | -6.0% | +1.6% | -3.0% |
| 3M | -17.3% | +24.0% | -41.4% | -21.9% |
| 6M | +22.6% | +17.0% | +5.6% | +16.9% |
| YTD | +31.1% | -0.7% | +31.8% | +30.5% |
| 1Y | +60.2% | +2.1% | +58.1% | +57.6% |
| 3Y | +35.8% | +48.7% | -12.9% | +26.0% |
| All | +35.8% | +46.5% | -10.8% | +26.0% |
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