-39.4%
RDDT vs DUK
+1.9%
-41.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.6% |
| 7D | +2.1% | -0.7% | +2.8% | +1.7% |
| 30D | +2.8% | -2.4% | +5.3% | +1.0% |
| 3M | -8.9% | -3.0% | -5.9% | -10.5% |
| 6M | +15.1% | -6.6% | +21.6% | +9.7% |
| YTD | -31.4% | +4.6% | -35.9% | -26.5% |
| 1Y | -39.4% | +1.2% | -40.7% | -39.1% |
| All | -39.4% | +1.9% | -41.3% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 1y: compounded portfolio wealth divided by compounded DUK 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…
1y analysis · Full analysis span regression · 6 months rolling