+131.8%
DUK vs AMC
-99.0%
+230.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.6% |
| 7D | -0.1% | -6.8% | +6.7% | -0.1% |
| 30D | +0.2% | +1.7% | -1.4% | +0.2% |
| 3M | -1.9% | +26.8% | -28.7% | -2.1% |
| 6M | -6.5% | +117.7% | -124.2% | -7.2% |
| YTD | +5.4% | +57.7% | -52.3% | +4.9% |
| 1Y | +3.6% | -12.5% | +16.0% | +3.4% |
| 3Y | +48.1% | -65.7% | +113.9% | +48.2% |
| 5Y | +39.6% | -99.5% | +139.1% | +42.7% |
| 10Y | +131.8% | -99.0% | +230.8% | +109.0% |
| All | +131.8% | -99.0% | +230.8% | +109.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling