+189.9%
LQD vs ASX
+6,425.8%
-6,235.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.0% |
| 6M | -2.7% | +71.4% | -74.1% | -3.8% |
| YTD | -1.3% | +135.3% | -136.6% | -3.0% |
| 1Y | 0.0% | +267.5% | -267.5% | -2.7% |
| 3Y | +14.9% | +388.5% | -373.6% | +11.0% |
| 5Y | -4.6% | +417.1% | -421.7% | -8.2% |
| 10Y | +22.0% | +872.7% | -850.8% | +15.9% |
| All | +189.9% | +6,425.8% | -6,235.9% | +178.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling