+482.2%
KORU vs LPLA
+0.7%
+481.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.5% |
| 7D | +13.0% | -3.1% | +16.1% | +13.3% |
| 30D | +27.3% | -0.1% | +27.4% | +27.3% |
| 3M | -55.3% | +23.2% | -78.5% | -57.4% |
| 6M | +11.6% | +15.5% | -3.9% | +9.7% |
| YTD | +158.5% | +0.9% | +157.7% | +172.1% |
| 1Y | +482.2% | +0.2% | +482.0% | +502.0% |
| All | +482.2% | +0.7% | +481.5% | +502.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling