+148.9%
LPLA vs ALK
-25.3%
+174.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.8% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | -0.1% | -19.2% | +19.1% | +6.3% |
| 3M | +23.2% | -1.5% | +24.7% | +21.8% |
| 6M | +15.5% | -13.1% | +28.6% | +17.2% |
| YTD | +0.9% | -16.4% | +17.3% | +3.4% |
| 1Y | +0.2% | -33.1% | +33.2% | +10.4% |
| 3Y | +55.2% | +0.6% | +54.6% | +40.2% |
| All | +148.9% | -25.3% | +174.2% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling