-55.4%
APP vs LQD
-1.7%
-53.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.8% | +9.9% | +9.0% |
| 7D | +4.5% | +0.4% | +4.1% | +3.6% |
| 30D | -3.6% | +2.6% | -6.2% | -8.9% |
| 3M | -35.3% | -1.7% | -33.5% | -32.7% |
| 6M | -42.8% | -1.9% | -40.9% | -40.8% |
| YTD | -59.7% | -2.2% | -57.5% | -58.0% |
| 1Y | -55.4% | -1.9% | -53.5% | -53.5% |
| All | -55.4% | -1.7% | -53.7% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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