+17.4%
KRMN vs LPLA
-3.1%
+20.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +1.7% |
| 7D | -11.8% | -1.5% | -10.2% | -11.1% |
| 30D | -43.0% | -6.0% | -37.0% | -41.3% |
| 3M | -28.8% | +24.0% | -52.9% | -36.2% |
| 6M | -66.3% | +17.0% | -83.3% | -69.0% |
| YTD | -51.8% | -0.7% | -51.1% | -51.0% |
| 1Y | -44.7% | +2.1% | -46.8% | -44.3% |
| All | +17.4% | -3.1% | +20.5% | +14.6% |
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 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