+121.9%
KRE vs LPLA
+1,251.7%
-1,129.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.9% |
| 7D | -1.8% | -1.5% | -0.3% | -1.0% |
| 30D | -4.5% | -6.0% | +1.5% | -1.5% |
| 3M | +2.7% | +24.0% | -21.3% | -9.0% |
| 6M | +16.9% | +17.0% | -0.1% | +5.6% |
| YTD | +15.4% | -0.7% | +16.0% | +12.9% |
| 1Y | +16.1% | +2.1% | +14.0% | +10.7% |
| 3Y | +85.7% | +48.7% | +37.0% | +35.4% |
| 5Y | +33.3% | +151.2% | -118.0% | -33.3% |
| All | +121.9% | +1,251.7% | -1,129.8% | -50.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling