-1.9%
LQD vs NOK
+19.5%
-21.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.3% | +0.8% |
| 7D | +0.4% | -10.4% | +10.8% | +0.6% |
| 30D | +2.6% | -19.0% | +21.6% | +2.9% |
| 3M | -1.7% | -16.7% | +15.0% | -1.5% |
| 6M | -1.9% | -37.1% | +35.2% | -1.4% |
| YTD | -2.2% | +27.7% | -29.8% | -3.0% |
| 1Y | -1.9% | +21.3% | -23.2% | -2.6% |
| All | -1.9% | +19.5% | -21.4% | -2.6% |
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