+1,453.0%
MKSI vs LPLA
+1,263.8%
+189.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | +4.9% | -3.7% | +8.5% | +6.5% |
| 30D | -11.0% | -6.4% | -4.6% | -8.6% |
| 3M | -17.1% | +20.2% | -37.3% | -23.8% |
| 6M | +16.4% | +12.8% | +3.6% | +8.8% |
| YTD | +64.3% | -2.5% | +66.8% | +61.6% |
| 1Y | +137.7% | +1.9% | +135.8% | +128.7% |
| 3Y | +189.1% | +45.0% | +144.1% | +138.6% |
| 5Y | +83.1% | +146.6% | -63.5% | +15.7% |
| 10Y | +509.4% | +1,213.6% | -704.2% | +107.2% |
| All | +1,453.0% | +1,263.8% | +189.2% | +331.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling