+33.0%
DLTR vs APD
+23.7%
+9.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.2% |
| 7D | +2.4% | +2.2% | +0.2% | +1.9% |
| 30D | +21.5% | +9.4% | +12.1% | +20.3% |
| 3M | +9.8% | +4.7% | +5.2% | +9.2% |
| 6M | +58.6% | +5.5% | +53.2% | +58.6% |
| YTD | +14.8% | +31.4% | -16.6% | +6.1% |
| 1Y | +33.0% | +24.1% | +8.9% | +26.8% |
| All | +33.0% | +23.7% | +9.4% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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