+282.2%
APH vs DUK
+52.1%
+230.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +4.1% |
| 7D | -5.9% | +0.3% | -6.2% | -6.0% |
| 30D | -14.8% | +10.6% | -25.4% | -15.1% |
| 3M | -12.4% | +4.0% | -16.5% | -12.5% |
| 6M | +8.1% | +3.6% | +4.5% | +7.8% |
| YTD | +10.9% | +11.9% | -0.9% | +9.6% |
| 1Y | +8.8% | +6.7% | +2.1% | +8.0% |
| 3Y | +262.1% | +59.4% | +202.6% | +211.3% |
| All | +282.2% | +52.1% | +230.1% | +230.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling