-4.9%
APA vs DPZ
+150.4%
-155.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.0% |
| 7D | -1.7% | -1.5% | -0.2% | -1.5% |
| 30D | +15.7% | -4.4% | +20.2% | +16.3% |
| 3M | +16.5% | +7.6% | +8.8% | +14.7% |
| 6M | +35.1% | -16.9% | +52.0% | +38.1% |
| YTD | +82.2% | -18.6% | +100.8% | +86.7% |
| 1Y | +102.5% | -26.7% | +129.1% | +110.7% |
| 3Y | +10.3% | -9.3% | +19.6% | +10.5% |
| 5Y | +166.1% | -31.0% | +197.1% | +169.8% |
| 10Y | -4.9% | +152.4% | -157.2% | -20.6% |
| All | -4.9% | +150.4% | -155.3% | -20.6% |
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