+946.8%
APO vs DPZ
+150.4%
+796.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.0% |
| 7D | +0.1% | -1.5% | +1.5% | +0.4% |
| 30D | +3.9% | -4.4% | +8.3% | +5.0% |
| 3M | +3.8% | +7.6% | -3.9% | +1.6% |
| 6M | +22.3% | -16.9% | +39.2% | +27.2% |
| YTD | -7.8% | -18.6% | +10.8% | -3.8% |
| 1Y | -0.3% | -26.7% | +26.3% | +6.7% |
| 3Y | +57.1% | -9.3% | +66.4% | +58.0% |
| 5Y | +137.0% | -31.0% | +168.0% | +146.7% |
| 10Y | +946.8% | +152.4% | +794.5% | +701.9% |
| All | +946.8% | +150.4% | +796.5% | +701.9% |
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