+14.4%
KRMN vs LPLA
-4.9%
+19.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.0% |
| 7D | -15.1% | -3.7% | -11.5% | -13.6% |
| 30D | -44.5% | -6.4% | -38.1% | -42.7% |
| 3M | -25.0% | +20.2% | -45.2% | -31.8% |
| 6M | -66.5% | +12.8% | -79.4% | -68.6% |
| YTD | -53.0% | -2.5% | -50.5% | -51.8% |
| 1Y | -44.7% | +1.9% | -46.7% | -44.2% |
| All | +14.4% | -4.9% | +19.3% | +12.7% |
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 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