+211.9%
DUK vs AMC
-97.5%
+309.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.6% |
| 7D | +1.9% | +5.5% | -3.6% | +1.9% |
| 30D | +10.5% | +16.1% | -5.6% | +10.4% |
| 3M | +7.3% | +43.0% | -35.6% | +7.0% |
| 6M | +5.7% | +130.7% | -125.0% | +4.8% |
| YTD | +12.9% | +121.8% | -108.9% | +12.0% |
| 1Y | +8.6% | +40.7% | -32.1% | +8.1% |
| 3Y | +63.5% | -56.8% | +120.3% | +63.4% |
| 5Y | +52.4% | -99.1% | +151.5% | +55.4% |
| 10Y | +157.4% | -98.7% | +256.1% | +144.6% |
| All | +211.9% | -97.5% | +309.4% | +187.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling