-1.9%
LQD vs ASX
+144.4%
-146.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.7% | +0.8% |
| 7D | +0.4% | -14.6% | +15.0% | +0.7% |
| 30D | +2.6% | -21.1% | +23.7% | +3.1% |
| 3M | -1.7% | -3.1% | +1.4% | -1.9% |
| 6M | -1.9% | +17.4% | -19.3% | -3.2% |
| YTD | -2.2% | +135.3% | -137.5% | -5.6% |
| 1Y | -1.9% | +146.5% | -148.4% | -5.1% |
| All | -1.9% | +144.4% | -146.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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