-1.4%
LQD vs AMIX
-90.1%
+88.8%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.8% | -11.7% | +0.1% |
| 7D | +0.9% | +1.2% | -0.3% | +0.9% |
| 30D | +2.2% | -45.3% | +47.5% | +2.3% |
| 3M | -0.9% | -83.1% | +82.1% | -0.7% |
| 6M | -2.2% | -76.9% | +74.7% | -2.1% |
| YTD | -1.6% | -85.3% | +83.7% | -1.4% |
| All | -1.4% | -90.1% | +88.8% | -1.1% |
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