+1,062.4%
APH vs DUK
+125.8%
+936.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +1.6% | -0.1% | +1.7% | +1.7% |
| 30D | -3.0% | +0.2% | -3.2% | -3.1% |
| 3M | +5.7% | -1.9% | +7.6% | +5.9% |
| 6M | +20.0% | -6.5% | +26.5% | +21.9% |
| YTD | +20.8% | +5.4% | +15.4% | +17.7% |
| 1Y | +40.2% | +3.6% | +36.7% | +37.0% |
| 3Y | +288.1% | +48.1% | +240.0% | +219.0% |
| 5Y | +352.5% | +39.6% | +313.0% | +278.1% |
| 10Y | +1,062.4% | +131.8% | +930.6% | +721.7% |
| All | +1,062.4% | +125.8% | +936.7% | +721.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling