+25.8%
ROK vs LPLA
+2.8%
+23.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -1.6% | -3.7% | +2.0% | -0.8% |
| 30D | -5.4% | -6.4% | +0.9% | -4.1% |
| 3M | -4.0% | +20.2% | -24.1% | -8.0% |
| 6M | +13.3% | +12.8% | +0.5% | +10.1% |
| YTD | +9.3% | -2.5% | +11.8% | +10.5% |
| 1Y | +25.8% | +1.9% | +23.9% | +26.0% |
| All | +25.8% | +2.8% | +23.0% | +26.0% |
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