-1.0%
LQD vs AXON
-33.3%
+32.3%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | 0.0% | -3.3% | +3.3% | 0.0% |
| 30D | -0.2% | -17.8% | +17.6% | +0.1% |
| 3M | -1.7% | +8.3% | -10.0% | -1.8% |
| 6M | -2.7% | -12.4% | +9.7% | -2.7% |
| YTD | -1.4% | -13.7% | +12.3% | -1.3% |
| 1Y | -1.0% | -33.1% | +32.1% | -0.5% |
| All | -1.0% | -33.3% | +32.3% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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