-5.2%
LQD vs ASX
+490.0%
-495.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.3% |
| 7D | 0.0% | +11.1% | -11.1% | -0.5% |
| 30D | -0.2% | +9.6% | -9.8% | -0.6% |
| 3M | -1.7% | +18.6% | -20.3% | -2.7% |
| 6M | -2.7% | +92.1% | -94.8% | -6.1% |
| YTD | -1.4% | +158.5% | -159.9% | -6.3% |
| 1Y | -1.0% | +271.9% | -272.9% | -7.8% |
| 3Y | +15.1% | +465.2% | -450.2% | +3.4% |
| 5Y | -5.2% | +479.4% | -484.6% | -16.2% |
| All | -5.2% | +490.0% | -495.2% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling