+37.9%
LPLA vs AMBA
+10.0%
+27.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.4% | +6.0% | -2.2% |
| 7D | +7.6% | -14.6% | +22.2% | +9.8% |
| 30D | -9.5% | -18.8% | +9.3% | -7.1% |
| 3M | -16.3% | -32.6% | +16.3% | -12.3% |
| 6M | -8.0% | -25.8% | +17.8% | -7.2% |
| YTD | -15.5% | -22.1% | +6.6% | -16.0% |
| 1Y | -19.4% | -36.2% | +16.8% | -17.8% |
| All | +37.9% | +10.0% | +27.9% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling