+45.0%
AAPL vs DUK
+1.9%
+43.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.8% |
| 7D | +3.8% | -0.7% | +4.5% | +3.8% |
| 30D | +9.9% | -2.4% | +12.4% | +9.6% |
| 3M | +12.5% | -3.0% | +15.5% | +12.3% |
| 6M | +27.6% | -6.6% | +34.2% | +26.0% |
| YTD | +22.6% | +4.6% | +18.0% | +24.5% |
| 1Y | +45.0% | +1.2% | +43.8% | +47.1% |
| All | +45.0% | +1.9% | +43.1% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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