+7.9%
DUK vs AMIX
-90.1%
+98.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +11.8% | -11.6% | +0.2% |
| 7D | -0.2% | +1.2% | -1.4% | -0.2% |
| 30D | +9.8% | -45.3% | +55.2% | +9.8% |
| 3M | +3.5% | -83.1% | +86.6% | +3.6% |
| 6M | +5.0% | -76.9% | +81.8% | +5.4% |
| YTD | +12.2% | -85.3% | +97.4% | +14.1% |
| All | +7.9% | -90.1% | +98.0% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling