+6.7%
LQD vs AMIX
-100.0%
+106.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | -1.6% | -9.9% | +8.2% | -1.6% |
| 30D | +0.5% | -52.8% | +53.3% | +0.6% |
| 3M | -2.3% | -80.0% | +77.7% | -2.1% |
| 6M | -3.1% | -80.2% | +77.2% | -3.2% |
| YTD | -3.0% | -88.1% | +85.2% | -3.1% |
| 1Y | -2.6% | -91.1% | +88.5% | -2.7% |
| All | +6.7% | -100.0% | +106.6% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling