+148.9%
LPLA vs AMBA
-54.5%
+203.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.1% | -11.0% | +7.9% | -1.2% |
| 30D | -0.1% | -23.2% | +23.1% | +4.1% |
| 3M | +23.2% | -12.7% | +35.9% | +23.6% |
| 6M | +15.5% | +11.2% | +4.3% | +8.8% |
| YTD | +0.9% | -11.2% | +12.1% | -1.2% |
| 1Y | +0.2% | -22.5% | +22.7% | -0.7% |
| 3Y | +55.2% | -1.3% | +56.5% | +39.0% |
| All | +148.9% | -54.5% | +203.4% | +133.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling