+640.8%
APP vs DUK
+51.5%
+589.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.1% |
| 7D | +0.1% | +0.7% | -0.6% | +0.6% |
| 30D | -10.0% | -2.0% | -8.0% | -11.2% |
| 3M | -44.6% | +0.2% | -44.9% | -44.1% |
| 6M | -37.9% | -6.9% | -31.0% | -40.0% |
| YTD | -53.7% | +6.1% | -59.8% | -51.1% |
| 1Y | -43.0% | +4.4% | -47.4% | -40.2% |
| 3Y | +640.8% | +49.1% | +591.6% | +667.6% |
| All | +640.8% | +51.5% | +589.2% | +667.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling