+1,186.7%
LPLA vs AMBA
+8.8%
+1,177.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.4% |
| 7D | -3.7% | +7.1% | -10.7% | -5.1% |
| 30D | -6.4% | -18.1% | +11.7% | -2.6% |
| 3M | +20.2% | +8.4% | +11.8% | +15.3% |
| 6M | +12.8% | +25.7% | -12.8% | +2.2% |
| YTD | -2.5% | -4.2% | +1.7% | -6.6% |
| 1Y | +1.9% | -18.7% | +20.6% | -0.2% |
| 3Y | +45.0% | +13.3% | +31.6% | +22.8% |
| 5Y | +146.6% | -54.2% | +200.8% | +136.1% |
| All | +1,186.7% | +8.8% | +1,177.9% | +694.6% |
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