-8.5%
RGTI vs LPLA
+3.8%
-12.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.3% |
| 7D | +0.5% | -1.5% | +2.0% | +1.2% |
| 30D | -17.1% | -6.0% | -11.1% | -14.4% |
| 3M | -26.0% | +24.0% | -50.0% | -35.6% |
| 6M | -9.9% | +17.0% | -26.8% | -18.8% |
| YTD | -31.1% | -0.7% | -30.4% | -27.3% |
| 1Y | -8.5% | +2.1% | -10.6% | -1.9% |
| All | -8.5% | +3.8% | -12.3% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling