+6.9%
DLTR vs ALK
+1.7%
+5.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -4.9% |
| 7D | -5.8% | +0.1% | -5.9% | -5.8% |
| 30D | -5.2% | -18.5% | +13.2% | -0.7% |
| 3M | +15.2% | -3.6% | +18.7% | +15.3% |
| 6M | +7.1% | -3.7% | +10.8% | +6.6% |
| YTD | +0.8% | -19.0% | +19.8% | +3.6% |
| 1Y | +24.8% | -36.0% | +60.8% | +33.6% |
| 3Y | +6.9% | +2.3% | +4.6% | +2.0% |
| All | +6.9% | +1.7% | +5.2% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling