+132,206.2%
APH vs DUK
+2,021.8%
+130,184.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | -3.9% | -1.7% | -2.2% | -3.5% |
| 3M | +13.0% | -0.4% | +13.4% | +12.6% |
| 6M | +25.2% | -7.2% | +32.4% | +27.3% |
| YTD | +22.9% | +5.3% | +17.7% | +20.2% |
| 1Y | +47.8% | +3.0% | +44.9% | +45.2% |
| 3Y | +283.0% | +53.1% | +230.0% | +225.1% |
| 5Y | +349.7% | +37.9% | +311.7% | +292.6% |
| 10Y | +1,061.2% | +124.8% | +936.4% | +758.1% |
| All | +132,206.2% | +2,021.8% | +130,184.4% | +59,615.8% |
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