+457.7%
DUK vs ASX
+3,326.1%
-2,868.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.4% |
| 7D | +1.9% | +12.4% | -10.5% | +1.1% |
| 30D | +8.9% | -19.8% | +28.7% | +10.1% |
| 3M | +5.6% | -10.3% | +15.9% | +5.6% |
| 6M | +7.0% | +1.2% | +5.7% | +5.3% |
| YTD | +14.0% | +123.0% | -109.0% | +5.0% |
| 1Y | +9.1% | +145.4% | -136.3% | -0.4% |
| 3Y | +67.6% | +368.6% | -301.0% | +42.3% |
| 5Y | +56.6% | +486.0% | -429.4% | +28.5% |
| 10Y | +159.8% | +941.0% | -781.2% | +95.6% |
| All | +457.7% | +3,326.1% | -2,868.4% | +241.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling