+39.2%
DUK vs AMIX
-99.9%
+139.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.7% |
| 7D | -0.1% | +1.6% | -1.7% | -0.1% |
| 30D | +0.2% | -50.8% | +51.1% | +0.3% |
| 3M | -1.9% | -46.3% | +44.4% | -1.8% |
| 6M | -6.5% | -49.9% | +43.3% | -6.4% |
| YTD | +5.4% | -60.4% | +65.9% | +5.7% |
| 1Y | +3.6% | -81.7% | +85.3% | +4.2% |
| All | +39.2% | -99.9% | +139.0% | +45.7% |
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