+134.2%
RBRK vs LPLA
+35.1%
+99.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.5% |
| 7D | -7.5% | -1.5% | -5.9% | -6.8% |
| 30D | -10.4% | -6.0% | -4.4% | -7.7% |
| 3M | +21.3% | +24.0% | -2.8% | +7.7% |
| 6M | +50.6% | +17.0% | +33.7% | +36.3% |
| YTD | +13.3% | -0.7% | +14.0% | +11.0% |
| 1Y | +11.2% | +2.1% | +9.1% | +6.9% |
| All | +134.2% | +35.1% | +99.1% | +87.6% |
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