+121,072.4%
AAPL vs DUK
+2,557.6%
+118,514.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | -3.0% | -0.1% | -2.9% | -2.9% |
| 30D | +2.3% | +0.2% | +2.1% | +2.2% |
| 3M | +8.6% | -1.9% | +10.5% | +9.1% |
| 6M | +21.6% | -6.5% | +28.1% | +23.5% |
| YTD | +16.3% | +5.4% | +10.9% | +14.2% |
| 1Y | +35.1% | +3.6% | +31.5% | +33.1% |
| 3Y | +79.4% | +48.1% | +31.2% | +58.3% |
| 5Y | +109.8% | +39.6% | +70.3% | +87.4% |
| 10Y | +1,237.1% | +131.8% | +1,105.2% | +932.4% |
| All | +121,072.4% | +2,557.6% | +118,514.8% | +37,040.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling