+4.5%
APA vs DPZ
+129.5%
-125.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.6% |
| 7D | +5.1% | -3.5% | +8.6% | +5.5% |
| 30D | +0.3% | +5.7% | -5.4% | -0.6% |
| 3M | +15.6% | -7.5% | +23.1% | +16.5% |
| 6M | +28.9% | +6.2% | +22.7% | +26.9% |
| YTD | +96.6% | -19.8% | +116.3% | +101.3% |
| 1Y | +95.5% | -18.0% | +113.5% | +99.5% |
| 3Y | +41.8% | -8.8% | +50.6% | +41.8% |
| 5Y | +85.4% | -30.2% | +115.6% | +87.4% |
| 10Y | +4.5% | +132.0% | -127.5% | -5.7% |
| All | +4.5% | +129.5% | -125.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 10y: compounded portfolio wealth divided by compounded DPZ 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…
10y analysis · Full analysis span regression · 6 months rolling