-36.9%
RKT vs LPLA
+2.8%
-39.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -7.2% | -3.7% | -3.6% | -6.6% |
| 30D | -7.9% | -6.4% | -1.5% | -6.9% |
| 3M | +5.2% | +20.2% | -15.0% | +1.2% |
| 6M | -14.9% | +12.8% | -27.7% | -16.8% |
| YTD | -31.9% | -2.5% | -29.4% | -29.9% |
| 1Y | -36.9% | +1.9% | -38.8% | -36.2% |
| All | -36.9% | +2.8% | -39.7% | -36.2% |
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