+1,210.9%
LPLA vs TKO
+989.7%
+221.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | -1.5% | +2.3% | -3.9% | -2.2% |
| 30D | -6.0% | -2.5% | -3.5% | -5.6% |
| 3M | +24.0% | -10.6% | +34.6% | +26.7% |
| 6M | +17.0% | -5.1% | +22.0% | +17.2% |
| YTD | -0.7% | -8.2% | +7.5% | 0.0% |
| 1Y | +2.1% | -4.4% | +6.6% | +1.5% |
| 3Y | +48.7% | +100.4% | -51.7% | +18.6% |
| 5Y | +151.2% | +294.3% | -143.1% | +62.0% |
| All | +1,210.9% | +989.7% | +221.2% | +523.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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