+125.9%
DUK vs ASX
+974.7%
-848.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.7% |
| 7D | -1.7% | +6.5% | -8.2% | -2.0% |
| 30D | -2.2% | +3.1% | -5.4% | -2.4% |
| 3M | -3.7% | +17.4% | -21.1% | -4.9% |
| 6M | -6.3% | +85.4% | -91.8% | -10.5% |
| YTD | +4.5% | +150.1% | -145.6% | -2.3% |
| 1Y | +1.8% | +256.3% | -254.5% | -7.4% |
| 3Y | +46.8% | +446.9% | -400.0% | +25.7% |
| 5Y | +40.2% | +447.1% | -406.8% | +18.5% |
| All | +125.9% | +974.7% | -848.7% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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