+375.7%
KORU vs LPLA
+3.8%
+371.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.9% | +7.1% | +8.8% |
| 7D | -1.7% | -1.5% | -0.2% | -1.6% |
| 30D | +13.5% | -6.0% | +19.5% | +14.1% |
| 3M | -45.2% | +24.0% | -69.2% | -48.5% |
| 6M | +17.1% | +17.0% | +0.1% | +13.6% |
| YTD | +154.1% | -0.7% | +154.8% | +168.1% |
| 1Y | +375.7% | +2.1% | +373.6% | +373.6% |
| All | +375.7% | +3.8% | +371.9% | +373.6% |
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