+736.8%
LPLA vs AMBA
+0.6%
+736.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.6% |
| 7D | -2.9% | +10.7% | -13.5% | -5.0% |
| 30D | -10.2% | -5.0% | -5.2% | -9.6% |
| 3M | -22.3% | -26.9% | +4.6% | -17.7% |
| 6M | -0.6% | -21.9% | +21.3% | +0.2% |
| YTD | -17.9% | -13.8% | -4.1% | -20.1% |
| 1Y | -22.1% | -36.1% | +14.0% | -19.4% |
| 3Y | +29.3% | +21.6% | +7.6% | +6.8% |
| 5Y | +81.0% | -68.8% | +149.8% | +91.7% |
| All | +736.8% | +0.6% | +736.1% | +431.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling