+42,379.5%
APH vs DLTR
+11,615.8%
+30,763.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +5.1% |
| 7D | -5.9% | -2.0% | -3.9% | -5.8% |
| 30D | -14.8% | +12.8% | -27.6% | -17.2% |
| 3M | -12.4% | +1.1% | -13.6% | -13.2% |
| 6M | +8.1% | +35.9% | -27.8% | +0.6% |
| YTD | +10.9% | +6.6% | +4.3% | +8.0% |
| 1Y | +8.8% | +28.6% | -19.8% | +1.9% |
| 3Y | +262.1% | +14.0% | +248.0% | +235.8% |
| 5Y | +283.1% | +19.2% | +263.9% | +244.9% |
| 10Y | +908.1% | +78.1% | +830.0% | +706.7% |
| All | +42,379.5% | +11,615.8% | +30,763.7% | +20,246.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling