0.0%
LQD vs ASX
+272.9%
-272.9%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.4% | -0.7% | +0.3% | -0.4% |
| 30D | -0.8% | +2.0% | -2.8% | -0.8% |
| 3M | -1.9% | -1.3% | -0.6% | -2.1% |
| 6M | -2.7% | +71.4% | -74.1% | -4.0% |
| YTD | -1.3% | +135.3% | -136.6% | -2.5% |
| 1Y | 0.0% | +267.5% | -267.5% | -1.7% |
| All | 0.0% | +272.9% | -272.9% | -1.7% |
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