+21,798.3%
APH vs DLTR
+11,640.8%
+10,157.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.8% | -51.6% | -48.5% |
| 7D | -48.7% | +3.5% | -52.2% | -49.4% |
| 30D | -51.9% | +2.1% | -54.0% | -52.5% |
| 3M | -43.6% | +20.3% | -63.8% | -46.1% |
| 6M | -37.5% | +11.5% | -49.0% | -39.7% |
| YTD | -38.6% | +6.8% | -45.5% | -40.3% |
| 1Y | -26.3% | +31.1% | -57.4% | -31.5% |
| 3Y | +89.2% | +10.7% | +78.5% | +76.3% |
| 5Y | +119.8% | +41.6% | +78.2% | +90.3% |
| 10Y | +454.3% | +58.1% | +396.1% | +352.9% |
| All | +21,798.3% | +11,640.8% | +10,157.4% | +10,376.2% |
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