+84.3%
MKSI vs LPLA
+147.5%
-63.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.3% |
| 7D | +2.7% | -1.5% | +4.2% | +3.3% |
| 30D | -12.8% | -6.0% | -6.8% | -10.7% |
| 3M | -22.5% | +24.0% | -46.6% | -29.6% |
| 6M | +19.4% | +17.0% | +2.4% | +10.1% |
| YTD | +67.7% | -0.7% | +68.4% | +64.3% |
| 1Y | +131.4% | +2.1% | +129.3% | +123.0% |
| 3Y | +197.3% | +48.7% | +148.6% | +146.6% |
| All | +84.3% | +147.5% | -63.2% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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