-45.6%
APTV vs DLTR
+19.1%
-64.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -5.0% | -10.1% | +5.1% | -1.8% |
| 30D | -6.1% | -8.1% | +2.1% | -3.6% |
| 3M | -33.0% | +2.9% | -35.8% | -33.9% |
| 6M | -35.2% | +4.3% | -39.6% | -37.2% |
| YTD | -40.1% | -3.9% | -36.2% | -40.9% |
| 1Y | -45.6% | +18.9% | -64.5% | -50.5% |
| All | -45.6% | +19.1% | -64.7% | -50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling