+78.7%
APO vs DLTR
+12.1%
+66.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.1% |
| 7D | +5.8% | +5.3% | +0.5% | +4.8% |
| 30D | +8.9% | +13.4% | -4.5% | +6.8% |
| 3M | -13.6% | +6.6% | -20.2% | -14.6% |
| 6M | -5.4% | +59.1% | -64.5% | -13.4% |
| YTD | -13.6% | +12.3% | -25.9% | -16.0% |
| 1Y | -2.5% | +33.9% | -36.3% | -8.4% |
| 3Y | +50.9% | +23.0% | +27.9% | +40.3% |
| All | +78.7% | +12.1% | +66.6% | +70.8% |
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