-2.1%
LQD vs AMIX
-89.8%
+87.6%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.8% | -9.6% | -0.8% |
| 7D | +0.2% | +11.4% | -11.3% | +0.1% |
| 30D | +1.8% | -40.5% | +42.3% | +1.9% |
| 3M | -0.7% | -80.1% | +79.3% | -0.5% |
| 6M | -2.6% | -74.8% | +72.3% | -2.5% |
| YTD | -2.0% | -84.0% | +82.0% | -1.8% |
| All | -2.1% | -89.8% | +87.6% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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