+48.8%
DUK vs AMIX
-100.0%
+148.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -20.0% | +19.9% | -0.1% |
| 7D | -0.6% | -8.1% | +7.4% | -0.6% |
| 30D | +9.4% | -52.3% | +61.7% | +9.5% |
| 3M | +5.4% | -83.8% | +89.2% | +5.7% |
| 6M | +4.9% | -79.0% | +83.9% | +4.9% |
| YTD | +12.7% | -87.2% | +99.9% | +13.2% |
| 1Y | +7.8% | -91.7% | +99.5% | +8.5% |
| All | +48.8% | -100.0% | +148.8% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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