+15.2%
LQD vs ASX
+366.9%
-351.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.2% |
| 7D | -1.6% | +12.4% | -14.0% | -1.9% |
| 30D | +0.5% | -19.8% | +20.3% | +0.9% |
| 3M | -2.3% | -10.3% | +8.0% | -2.3% |
| 6M | -3.1% | +1.2% | -4.3% | -3.7% |
| YTD | -3.0% | +123.0% | -126.0% | -5.9% |
| 1Y | -2.6% | +145.4% | -148.0% | -5.8% |
| 3Y | +15.2% | +368.6% | -353.4% | +5.4% |
| All | +15.2% | +366.9% | -351.7% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling