+10,029.9%
DLTR vs AFL
+6,413.1%
+3,616.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | -10.2% | -2.1% | -8.1% | -9.8% |
| 30D | -8.5% | -5.4% | -3.1% | -7.2% |
| 3M | +5.6% | -0.3% | +5.8% | +5.6% |
| 6M | +2.2% | +5.2% | -3.0% | +0.7% |
| YTD | -3.8% | +5.7% | -9.4% | -5.3% |
| 1Y | +22.9% | +10.2% | +12.7% | +19.7% |
| 3Y | +2.0% | +63.4% | -61.4% | -11.1% |
| 5Y | +29.8% | +133.0% | -103.2% | +3.0% |
| 10Y | +45.0% | +299.5% | -254.5% | -1.4% |
| All | +10,029.9% | +6,413.1% | +3,616.7% | +2,724.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling