+11.9%
APH vs DUK
+8.5%
+3.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.5% |
| 7D | -5.0% | +1.9% | -7.0% | -3.8% |
| 30D | -8.4% | +10.5% | -18.9% | -3.1% |
| 3M | -4.5% | +7.3% | -11.8% | -0.2% |
| 6M | +25.3% | +5.7% | +19.6% | +29.4% |
| YTD | +18.9% | +12.9% | +6.0% | +24.7% |
| 1Y | +11.9% | +8.6% | +3.4% | +16.6% |
| All | +11.9% | +8.5% | +3.5% | +16.6% |
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