+84.6%
KRE vs LPLA
+44.8%
+39.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -1.1% | -1.5% | +0.5% | -0.6% |
| 30D | -3.4% | -6.0% | +2.6% | -1.6% |
| 3M | +3.7% | +21.4% | -17.7% | -2.5% |
| 6M | +14.8% | +12.1% | +2.7% | +10.1% |
| YTD | +14.7% | -1.8% | +16.5% | +14.3% |
| 1Y | +16.0% | +3.2% | +12.8% | +13.3% |
| All | +84.6% | +44.8% | +39.8% | +67.4% |
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