-48.6%
KVYO vs LPLA
+3.8%
-52.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +0.8% |
| 7D | -12.1% | -1.5% | -10.5% | -11.6% |
| 30D | -5.2% | -6.0% | +0.8% | -3.2% |
| 3M | +14.5% | +24.0% | -9.6% | +6.6% |
| 6M | -17.6% | +17.0% | -34.6% | -22.0% |
| YTD | -49.6% | -0.7% | -48.9% | -51.1% |
| 1Y | -48.6% | +2.1% | -50.7% | -50.7% |
| All | -48.6% | +3.8% | -52.3% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling