+29.8%
DLTR vs ALK
-28.1%
+57.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.6% | -4.3% |
| 7D | -10.2% | -3.0% | -7.3% | -9.5% |
| 30D | -8.5% | -14.6% | +6.1% | -4.9% |
| 3M | +5.6% | -10.6% | +16.1% | +7.8% |
| 6M | +2.2% | -6.7% | +8.9% | +2.5% |
| YTD | -3.8% | -19.8% | +16.0% | -0.5% |
| 1Y | +22.9% | -35.2% | +58.1% | +33.0% |
| 3Y | +2.0% | +1.4% | +0.7% | -5.0% |
| 5Y | +29.8% | -30.7% | +60.5% | +29.2% |
| All | +29.8% | -28.1% | +57.9% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling