-20.4%
LPLA vs ALK
-6.6%
-13.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | +4.1% | +9.0% | -4.9% | +2.6% |
| 30D | -9.0% | -1.6% | -7.4% | -9.0% |
| 3M | -17.6% | -23.2% | +5.5% | -14.9% |
| 6M | -8.8% | -3.9% | -5.0% | -10.3% |
| YTD | -17.0% | -22.6% | +5.6% | -12.3% |
| 1Y | -20.4% | -5.3% | -15.1% | -21.2% |
| All | -20.4% | -6.6% | -13.8% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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