0.0%
LQD vs NOK
+123.4%
-123.4%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.1% |
| 7D | -0.4% | -1.8% | +1.4% | -0.4% |
| 30D | -0.8% | +4.7% | -5.5% | -0.9% |
| 3M | -1.9% | -39.7% | +37.7% | -1.3% |
| 6M | -2.7% | +23.1% | -25.7% | -3.1% |
| YTD | -1.3% | +55.0% | -56.3% | -1.9% |
| 1Y | 0.0% | +118.0% | -118.1% | -1.1% |
| All | 0.0% | +123.4% | -123.4% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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