-2.1%
LQD vs APLD
-48.2%
+46.0%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.8% |
| 7D | +0.2% | -6.3% | +6.5% | +0.2% |
| 30D | +1.4% | -29.6% | +31.0% | +1.8% |
| 3M | -1.1% | -42.6% | +41.5% | -0.5% |
| 6M | -2.9% | -59.6% | +56.6% | -2.1% |
| YTD | -2.3% | -32.0% | +29.6% | -2.0% |
| 1Y | -2.1% | -46.9% | +44.8% | -1.7% |
| All | -2.1% | -48.2% | +46.0% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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