-50.1%
KVYO vs LPLA
+44.9%
-95.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +0.7% |
| 7D | -12.1% | -1.5% | -10.5% | -11.5% |
| 30D | -5.2% | -6.0% | +0.8% | -2.8% |
| 3M | +14.5% | +24.0% | -9.6% | +4.9% |
| 6M | -17.6% | +17.0% | -34.6% | -23.1% |
| YTD | -49.6% | -0.7% | -48.9% | -50.2% |
| 1Y | -48.6% | +2.1% | -50.7% | -50.0% |
| All | -50.1% | +44.9% | -95.0% | -53.6% |
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