+175.6%
APA vs DLTR
+27.2%
+148.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.6% | +7.5% | +3.7% |
| 7D | +0.3% | -10.2% | +10.6% | +2.0% |
| 30D | +9.3% | -8.5% | +17.8% | +10.7% |
| 3M | +23.3% | +5.6% | +17.8% | +21.6% |
| 6M | +39.5% | +2.2% | +37.3% | +37.4% |
| YTD | +87.6% | -3.8% | +91.4% | +86.9% |
| 1Y | +114.2% | +22.9% | +91.3% | +100.5% |
| 3Y | +13.6% | +2.0% | +11.5% | +7.0% |
| 5Y | +175.6% | +29.8% | +145.8% | +175.0% |
| All | +175.6% | +27.2% | +148.4% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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