+11.4%
KRE vs LPLA
+80.3%
-68.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +0.7% | -0.9% | +1.7% | +1.1% |
| 30D | +6.1% | -9.5% | +15.6% | +9.4% |
| 3M | -5.9% | -21.9% | +16.0% | +2.5% |
| 6M | +9.6% | -2.6% | +12.2% | +8.7% |
| YTD | +14.2% | -17.8% | +32.0% | +20.2% |
| 1Y | +22.5% | -21.2% | +43.7% | +31.0% |
| 3Y | +90.4% | +30.6% | +59.7% | +55.4% |
| All | +11.4% | +80.3% | -68.9% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling