+25.2%
LQD vs ASX
+962.9%
-937.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.2% |
| 7D | -1.6% | +12.4% | -14.0% | -2.1% |
| 30D | +0.5% | -19.8% | +20.3% | +1.2% |
| 3M | -2.3% | -10.3% | +8.0% | -2.2% |
| 6M | -3.1% | +1.2% | -4.3% | -3.9% |
| YTD | -3.0% | +123.0% | -126.0% | -7.4% |
| 1Y | -2.6% | +145.4% | -148.0% | -7.5% |
| 3Y | +15.2% | +368.6% | -353.4% | +5.0% |
| 5Y | -5.2% | +486.0% | -491.2% | -15.3% |
| All | +25.2% | +962.9% | -937.7% | +5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling