+22.5%
KORU vs LPLA
-16.5%
+39.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.6% | -9.9% | -4.4% |
| 7D | -24.3% | +15.7% | -40.0% | -22.4% |
| 30D | -54.2% | -6.2% | -48.0% | -53.6% |
| 3M | -45.4% | -12.0% | -33.4% | -44.8% |
| 6M | -66.5% | -2.7% | -63.7% | -64.9% |
| YTD | +14.9% | -12.5% | +27.4% | +22.8% |
| 1Y | +22.5% | -16.5% | +39.1% | +41.6% |
| All | +22.5% | -16.5% | +39.0% | +41.6% |
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 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