+84.3%
LPLA vs AMBA
-72.1%
+156.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.4% | +6.0% | -1.9% |
| 7D | +7.6% | -14.6% | +22.2% | +10.3% |
| 30D | -9.5% | -18.8% | +9.3% | -6.6% |
| 3M | -16.3% | -32.6% | +16.3% | -11.2% |
| 6M | -8.0% | -25.8% | +17.8% | -6.7% |
| YTD | -15.5% | -22.1% | +6.6% | -15.8% |
| 1Y | -19.4% | -36.2% | +16.8% | -17.2% |
| 3Y | +39.7% | +10.0% | +29.7% | +21.4% |
| All | +84.3% | -72.1% | +156.4% | +88.7% |
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 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