+42.1%
RKT vs LPLA
+50.5%
-8.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.8% |
| 7D | +6.0% | -2.1% | +8.1% | +6.0% |
| 30D | +0.7% | -3.3% | +4.0% | +0.7% |
| 3M | +11.8% | +23.5% | -11.7% | +11.6% |
| 6M | -7.6% | +12.0% | -19.6% | -7.5% |
| YTD | -28.7% | -1.7% | -27.0% | -28.3% |
| 1Y | -32.6% | +3.2% | -35.8% | -32.0% |
| 3Y | +42.1% | +46.2% | -4.1% | +65.4% |
| All | +42.1% | +50.5% | -8.4% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling