+37.7%
KR vs LPLA
+46.5%
-8.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.7% |
| 7D | -0.2% | -1.5% | +1.4% | -0.2% |
| 30D | +5.1% | -6.0% | +11.1% | +4.9% |
| 3M | -8.2% | +24.0% | -32.2% | -7.7% |
| 6M | -18.0% | +17.0% | -35.0% | -17.7% |
| YTD | -4.8% | -0.7% | -4.1% | -4.5% |
| 1Y | -11.0% | +2.1% | -13.1% | -10.7% |
| 3Y | +37.7% | +48.7% | -11.0% | +36.4% |
| All | +37.7% | +46.5% | -8.9% | +36.4% |
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