+2,463.2%
KR vs DLTR
+10,457.1%
-7,993.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | -0.2% | -10.1% | +9.9% | +1.1% |
| 30D | +5.1% | -8.1% | +13.2% | +6.1% |
| 3M | -8.2% | +2.9% | -11.0% | -8.6% |
| 6M | -18.0% | +4.3% | -22.3% | -18.9% |
| YTD | -4.8% | -3.9% | -0.8% | -5.0% |
| 1Y | -11.0% | +18.9% | -29.9% | -13.8% |
| 3Y | +37.7% | +1.9% | +35.7% | +33.2% |
| 5Y | +52.8% | +31.0% | +21.8% | +41.4% |
| 10Y | +128.8% | +44.8% | +84.0% | +103.3% |
| All | +2,463.2% | +10,457.1% | -7,993.9% | +1,490.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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