+1,424.6%
LPLA vs AMBA
+837.3%
+587.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.1% | -11.0% | +7.9% | -1.1% |
| 30D | -0.1% | -23.2% | +23.1% | +4.5% |
| 3M | +23.2% | -12.7% | +35.9% | +23.6% |
| 6M | +15.5% | +11.2% | +4.3% | +9.1% |
| YTD | +0.9% | -11.2% | +12.1% | -1.1% |
| 1Y | +0.2% | -22.5% | +22.7% | -0.5% |
| 3Y | +55.2% | -1.3% | +56.5% | +40.1% |
| 5Y | +145.4% | -54.2% | +199.6% | +137.8% |
| 10Y | +1,229.7% | -6.1% | +1,235.8% | +936.0% |
| All | +1,424.6% | +837.3% | +587.3% | +811.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling