-10.4%
RKT vs LPLA
-16.5%
+6.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.6% | +4.0% | +7.7% |
| 7D | +29.7% | +15.7% | +14.0% | +26.3% |
| 30D | +28.5% | -6.2% | +34.7% | +29.0% |
| 3M | +6.4% | -12.0% | +18.4% | +7.5% |
| 6M | +7.1% | -2.7% | +9.9% | +8.3% |
| YTD | -22.5% | -12.5% | -9.9% | -18.9% |
| 1Y | -10.4% | -16.5% | +6.1% | -1.5% |
| All | -10.4% | -16.5% | +6.0% | -1.5% |
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