+8,550.6%
KLAC vs LQD
+189.7%
+8,360.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.1% | -3.1% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | -5.0% | -0.2% | -4.8% | -4.9% |
| 3M | -14.4% | -1.7% | -12.7% | -13.7% |
| 6M | +28.3% | -2.7% | +31.0% | +30.0% |
| YTD | +51.1% | -1.4% | +52.5% | +52.5% |
| 1Y | +100.4% | -1.0% | +101.4% | +101.9% |
| 3Y | +276.3% | +15.1% | +261.3% | +258.3% |
| 5Y | +452.1% | -5.2% | +457.2% | +451.0% |
| 10Y | +2,986.0% | +23.3% | +2,962.6% | +2,932.7% |
| All | +8,550.6% | +189.7% | +8,360.9% | +18,266.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling