+45,864.8%
APH vs DLTR
+12,159.9%
+33,705.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.6% | +3.6% | +7.3% |
| 7D | +1.1% | -1.0% | +2.1% | +1.1% |
| 30D | -7.5% | +15.7% | -23.2% | -10.5% |
| 3M | -4.4% | +4.8% | -9.3% | -5.9% |
| 6M | +26.5% | +45.6% | -19.2% | +16.2% |
| YTD | +20.0% | +11.6% | +8.5% | +15.9% |
| 1Y | +16.9% | +29.8% | -12.9% | +9.3% |
| 3Y | +288.5% | +20.8% | +267.7% | +256.5% |
| 5Y | +310.3% | +23.5% | +286.8% | +267.0% |
| 10Y | +951.3% | +80.5% | +870.8% | +739.4% |
| All | +45,864.8% | +12,159.9% | +33,705.0% | +21,733.2% |
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