+327.2%
DUK vs APO
+1,727.7%
-1,400.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -2.0% | +3.9% | -5.9% | -2.5% |
| 3M | +0.2% | +3.8% | -3.6% | -0.4% |
| 6M | -6.9% | +22.3% | -29.2% | -9.3% |
| YTD | +6.1% | -7.8% | +13.9% | +6.5% |
| 1Y | +4.4% | -0.3% | +4.8% | +3.6% |
| 3Y | +49.1% | +57.1% | -8.0% | +35.9% |
| 5Y | +39.6% | +137.0% | -97.4% | +17.2% |
| 10Y | +125.1% | +946.8% | -821.7% | +56.1% |
| All | +327.2% | +1,727.7% | -1,400.5% | +178.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling