-22.2%
RKT vs LPLA
+356.3%
-378.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +2.1% | -3.1% | +5.2% | +2.4% |
| 30D | +1.4% | -0.1% | +1.5% | +1.4% |
| 3M | +6.3% | +23.2% | -17.0% | +4.3% |
| 6M | -15.5% | +15.5% | -31.0% | -16.6% |
| YTD | -27.4% | +0.9% | -28.3% | -27.5% |
| 1Y | -26.6% | +0.2% | -26.7% | -26.7% |
| 3Y | +41.2% | +55.2% | -14.0% | +34.5% |
| 5Y | -6.4% | +145.4% | -151.8% | -21.6% |
| All | -22.2% | +356.3% | -378.5% | -42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling