+126,856.7%
APH vs DUK
+2,172.7%
+124,684.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | -0.6% | +1.0% | +0.5% |
| 30D | -8.0% | +9.4% | -17.4% | -10.7% |
| 3M | -5.0% | +5.4% | -10.5% | -6.9% |
| 6M | +29.9% | +4.9% | +25.0% | +27.0% |
| YTD | +18.0% | +12.7% | +5.2% | +12.6% |
| 1Y | +11.3% | +7.8% | +3.6% | +7.6% |
| 3Y | +274.9% | +63.3% | +211.6% | +211.4% |
| 5Y | +300.6% | +54.2% | +246.4% | +237.0% |
| 10Y | +944.2% | +156.8% | +787.4% | +639.4% |
| All | +126,856.7% | +2,172.7% | +124,684.1% | +55,841.0% |
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