+31.4%
KORU vs LPLA
+1,170.7%
-1,139.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +3.3% |
| 7D | +24.3% | -2.1% | +26.4% | +25.9% |
| 30D | +37.3% | -3.3% | +40.7% | +39.8% |
| 3M | -32.8% | +23.5% | -56.3% | -44.1% |
| 6M | +36.9% | +12.0% | +24.9% | +20.2% |
| YTD | +162.6% | -1.7% | +164.3% | +149.4% |
| 1Y | +467.0% | +3.2% | +463.8% | +420.6% |
| 3Y | +522.4% | +46.2% | +476.2% | +315.9% |
| 5Y | +57.9% | +144.9% | -87.0% | -31.7% |
| 10Y | +70.8% | +1,195.1% | -1,124.3% | -68.5% |
| All | +31.4% | +1,170.7% | -1,139.3% | -77.3% |
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