+1.2%
DUK vs APA
+100.7%
-99.5%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | -1.7% | +0.8% | -2.5% | -1.7% |
| 30D | -2.2% | +9.6% | -11.9% | -2.3% |
| 3M | -3.7% | +18.0% | -21.7% | -4.0% |
| 6M | -6.3% | +41.9% | -48.2% | -6.7% |
| YTD | +4.5% | +86.3% | -81.8% | +4.0% |
| All | +1.2% | +100.7% | -99.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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