+30.6%
LPLA vs AMBA
+21.7%
+8.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | -0.9% | +2.7% | -3.6% | -1.3% |
| 30D | -9.5% | -2.2% | -7.3% | -9.4% |
| 3M | -21.9% | -26.6% | +4.8% | -19.0% |
| 6M | -2.6% | -26.8% | +24.2% | -1.2% |
| YTD | -17.8% | -15.1% | -2.7% | -19.2% |
| 1Y | -21.2% | -32.3% | +11.1% | -20.1% |
| 3Y | +30.6% | +19.8% | +10.8% | +13.1% |
| All | +30.6% | +21.7% | +8.9% | +13.1% |
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