+1,210.9%
LPLA vs AMP
+589.3%
+621.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.3% |
| 7D | -1.5% | -0.5% | -1.0% | -1.1% |
| 30D | -6.0% | -1.3% | -4.7% | -5.0% |
| 3M | +24.0% | +24.2% | -0.2% | +4.9% |
| 6M | +17.0% | +24.6% | -7.6% | -1.1% |
| YTD | -0.7% | +14.8% | -15.5% | -10.4% |
| 1Y | +2.1% | +12.8% | -10.7% | -6.9% |
| 3Y | +48.7% | +69.0% | -20.3% | +0.5% |
| 5Y | +151.2% | +124.9% | +26.4% | +36.9% |
| All | +1,210.9% | +589.3% | +621.6% | +219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling