+32.4%
DLTR vs TKO
+291.2%
-258.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -10.1% | +2.3% | -12.4% | -10.5% |
| 30D | -8.1% | -2.5% | -5.6% | -7.8% |
| 3M | +2.9% | -10.6% | +13.5% | +4.9% |
| 6M | +4.3% | -5.1% | +9.4% | +5.1% |
| YTD | -3.9% | -8.2% | +4.3% | -2.9% |
| 1Y | +18.9% | -4.4% | +23.3% | +19.2% |
| 3Y | +1.9% | +100.4% | -98.5% | -10.1% |
| All | +32.4% | +291.2% | -258.8% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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