+18.9%
DLTR vs AFL
+9.8%
+9.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -10.1% | -1.6% | -8.4% | -9.9% |
| 30D | -8.1% | -4.0% | -4.1% | -7.7% |
| 3M | +2.9% | -0.5% | +3.4% | +3.1% |
| 6M | +4.3% | +6.5% | -2.2% | +2.8% |
| YTD | -3.9% | +6.2% | -10.1% | -5.4% |
| 1Y | +18.9% | +8.3% | +10.6% | +14.8% |
| All | +18.9% | +9.8% | +9.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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