+340.1%
LPLA vs JAAA
+29.4%
+310.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | -6.0% | +0.5% | -6.5% | -6.8% |
| 3M | +24.0% | +1.3% | +22.8% | +21.5% |
| 6M | +17.0% | +2.8% | +14.2% | +11.8% |
| YTD | -0.7% | +3.3% | -3.9% | -5.6% |
| 1Y | +2.1% | +4.9% | -2.8% | -5.2% |
| 3Y | +48.7% | +19.0% | +29.7% | +34.0% |
| 5Y | +151.2% | +26.9% | +124.3% | +126.1% |
| All | +340.1% | +29.4% | +310.8% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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