+11,949.9%
DLTR vs APD
+2,776.2%
+9,173.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | +5.0% | -0.2% | +5.3% | +5.3% |
| 30D | +18.7% | +11.0% | +7.7% | +14.9% |
| 3M | +8.9% | +2.0% | +6.9% | +8.3% |
| 6M | +49.4% | +7.1% | +42.4% | +45.6% |
| YTD | +14.5% | +29.8% | -15.3% | +4.3% |
| 1Y | +32.5% | +24.0% | +8.5% | +22.3% |
| 3Y | +23.4% | +27.2% | -3.7% | +10.7% |
| 5Y | +26.2% | +12.8% | +13.4% | +15.6% |
| 10Y | +82.4% | +185.0% | -102.6% | +20.0% |
| All | +11,949.9% | +2,776.2% | +9,173.7% | +3,494.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling