+17.2%
KRMN vs LPLA
-4.2%
+21.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.2% | -11.1% | -11.2% |
| 7D | -12.9% | -1.5% | -11.3% | -12.2% |
| 30D | -43.3% | -6.0% | -37.4% | -41.7% |
| 3M | -27.2% | +21.4% | -48.6% | -34.1% |
| 6M | -66.8% | +12.1% | -78.9% | -68.7% |
| YTD | -51.9% | -1.8% | -50.0% | -50.8% |
| 1Y | -43.7% | +3.2% | -46.9% | -43.5% |
| All | +17.2% | -4.2% | +21.4% | +15.0% |
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