+11,714.6%
DLTR vs APD
+2,815.6%
+8,899.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +5.3% | +3.8% | +1.5% | +4.0% |
| 30D | +13.4% | +8.2% | +5.2% | +10.7% |
| 3M | +6.6% | +4.3% | +2.3% | +5.3% |
| 6M | +59.1% | +4.7% | +54.4% | +56.2% |
| YTD | +12.3% | +31.5% | -19.3% | +1.8% |
| 1Y | +33.9% | +23.5% | +10.3% | +23.7% |
| 3Y | +23.0% | +29.1% | -6.1% | +9.7% |
| 5Y | +22.1% | +15.9% | +6.2% | +10.8% |
| 10Y | +77.5% | +191.9% | -114.5% | +15.9% |
| All | +11,714.6% | +2,815.6% | +8,899.0% | +3,408.7% |
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