+39.6%
DUK vs ASX
+490.0%
-450.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -0.5% |
| 7D | -0.1% | +11.1% | -11.2% | +0.3% |
| 30D | +0.2% | +9.6% | -9.4% | +0.6% |
| 3M | -1.9% | +18.6% | -20.5% | -1.1% |
| 6M | -6.5% | +92.1% | -98.6% | -4.5% |
| YTD | +5.4% | +158.5% | -153.0% | +8.5% |
| 1Y | +3.6% | +271.9% | -268.3% | +7.4% |
| 3Y | +48.1% | +465.2% | -417.1% | +51.9% |
| 5Y | +39.6% | +479.4% | -439.9% | +35.3% |
| All | +39.6% | +490.0% | -450.4% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling