+25.8%
DLTR vs ARMK
+106.1%
-80.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | -2.8% | +2.8% | -5.6% | -3.5% |
| 30D | +21.5% | -1.8% | +23.3% | +21.6% |
| 3M | +11.6% | -10.9% | +22.5% | +14.6% |
| 6M | +58.7% | +21.2% | +37.5% | +48.9% |
| YTD | +16.2% | +47.0% | -30.8% | +3.0% |
| 1Y | +34.8% | +42.9% | -8.0% | +20.4% |
| 3Y | +25.3% | +95.0% | -69.7% | +0.1% |
| 5Y | +25.8% | +106.2% | -80.4% | -2.2% |
| All | +25.8% | +106.1% | -80.3% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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