+11,144.7%
DLTR vs APD
+2,657.0%
+8,487.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +2.5% | -2.2% | +4.7% | +3.2% |
| 30D | +2.1% | +2.1% | 0.0% | +1.3% |
| 3M | +20.3% | +7.2% | +13.1% | +17.2% |
| 6M | +11.5% | +11.2% | +0.3% | +6.8% |
| YTD | +6.8% | +24.4% | -17.6% | -1.5% |
| 1Y | +31.1% | +6.7% | +24.4% | +26.6% |
| 3Y | +10.7% | +9.2% | +1.4% | +3.8% |
| 5Y | +41.6% | +27.4% | +14.2% | +24.1% |
| 10Y | +58.1% | +164.8% | -106.7% | +6.4% |
| All | +11,144.7% | +2,657.0% | +8,487.7% | +3,296.3% |
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