+67.6%
DUK vs ASX
+366.9%
-299.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.1% |
| 7D | +1.9% | +12.4% | -10.5% | +3.0% |
| 30D | +8.9% | -19.8% | +28.7% | +7.5% |
| 3M | +5.6% | -10.3% | +15.9% | +5.3% |
| 6M | +7.0% | +1.2% | +5.7% | +8.5% |
| YTD | +14.0% | +123.0% | -109.0% | +23.7% |
| 1Y | +9.1% | +145.4% | -136.3% | +19.4% |
| 3Y | +67.6% | +368.6% | -301.0% | +84.9% |
| All | +67.6% | +366.9% | -299.3% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling