-24.1%
RKT vs LPLA
+271.8%
-295.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -9.0% | -0.9% | -8.0% | -8.9% |
| 30D | +30.2% | -9.5% | +39.7% | +31.3% |
| 3M | -8.8% | -21.9% | +13.0% | -7.1% |
| 6M | -0.9% | -2.6% | +1.7% | -0.9% |
| YTD | -29.2% | -17.8% | -11.4% | -28.1% |
| 1Y | -20.1% | -21.2% | +1.1% | -18.6% |
| 3Y | +81.3% | +30.6% | +50.7% | +74.5% |
| 5Y | -6.6% | +81.3% | -88.0% | -19.2% |
| All | -24.1% | +271.8% | -295.9% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling