+349.6%
KRE vs LPLA
+1,049.8%
-700.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.1% |
| 3M | -5.9% | -21.9% | +16.0% | +4.2% |
| 6M | +9.6% | -2.6% | +12.2% | +8.4% |
| YTD | +14.2% | -17.8% | +32.0% | +20.9% |
| 1Y | +22.5% | -21.2% | +43.7% | +32.1% |
| 3Y | +90.4% | +30.6% | +59.7% | +51.8% |
| 5Y | +11.9% | +81.3% | -69.5% | -27.2% |
| 10Y | +88.8% | +773.9% | -685.1% | -40.0% |
| All | +349.6% | +1,049.8% | -700.1% | +7.6% |
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