+7,936.1%
ROK vs DLTR
+10,476.7%
-2,540.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.8% | +0.1% |
| 7D | +0.2% | -10.2% | +10.4% | +2.1% |
| 30D | -1.8% | -8.5% | +6.7% | -0.3% |
| 3M | -7.2% | +5.6% | -12.7% | -8.4% |
| 6M | +14.2% | +2.2% | +12.0% | +12.5% |
| YTD | +10.6% | -3.8% | +14.3% | +10.0% |
| 1Y | +25.9% | +22.9% | +3.0% | +19.4% |
| 3Y | +50.8% | +2.0% | +48.7% | +43.9% |
| 5Y | +47.0% | +29.8% | +17.2% | +31.7% |
| 10Y | +354.9% | +45.0% | +309.9% | +287.6% |
| All | +7,936.1% | +10,476.7% | -2,540.7% | +3,916.1% |
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