+34.8%
DLTR vs ALK
-3.2%
+38.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | -2.8% | +2.6% | -5.4% | -3.6% |
| 30D | +21.5% | +7.8% | +13.7% | +18.4% |
| 3M | +11.6% | -15.2% | +26.8% | +16.1% |
| 6M | +58.7% | +5.0% | +53.7% | +53.2% |
| YTD | +16.2% | -18.4% | +34.6% | +17.0% |
| 1Y | +34.8% | -2.4% | +37.2% | +20.4% |
| All | +34.8% | -3.2% | +38.1% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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