+40.2%
DUK vs APO
+128.1%
-87.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.8% |
| 7D | -1.7% | -4.9% | +3.2% | -1.6% |
| 30D | -2.2% | -8.4% | +6.2% | -2.1% |
| 3M | -3.7% | -2.1% | -1.6% | -3.7% |
| 6M | -6.3% | +19.2% | -25.6% | -6.9% |
| YTD | +4.5% | -10.5% | +15.0% | +4.9% |
| 1Y | +1.8% | -2.7% | +4.5% | +1.8% |
| 3Y | +46.8% | +52.5% | -5.7% | +39.1% |
| 5Y | +40.2% | +132.1% | -91.8% | +25.7% |
| All | +40.2% | +128.1% | -87.9% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 5y: compounded portfolio wealth divided by compounded APO 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…
5y analysis · Full analysis span regression · 6 months rolling