+0.8%
RKT vs LPLA
+88.0%
-87.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.2% | +0.1% |
| 7D | -3.8% | -3.2% | -0.6% | -3.5% |
| 30D | +32.8% | -8.6% | +41.5% | +33.6% |
| 3M | +0.8% | -18.7% | +19.5% | +2.2% |
| 6M | -2.6% | +4.5% | -7.2% | -3.2% |
| YTD | -25.4% | -15.3% | -10.1% | -24.6% |
| 1Y | -19.1% | -19.9% | +0.8% | -17.9% |
| 3Y | +83.2% | +33.4% | +49.8% | +77.5% |
| 5Y | +0.8% | +87.4% | -86.6% | -18.6% |
| All | +0.8% | +88.0% | -87.1% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling