-7.7%
APO vs DPZ
-16.8%
+9.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.5% |
| 7D | +3.5% | -2.5% | +5.9% | +3.9% |
| 30D | +4.4% | +12.5% | -8.2% | +2.7% |
| 3M | -12.1% | -5.2% | -6.9% | -11.9% |
| 6M | -7.2% | +8.8% | -16.0% | -7.5% |
| YTD | -15.1% | -18.7% | +3.5% | -14.2% |
| 1Y | -7.7% | -15.7% | +8.0% | -7.1% |
| All | -7.7% | -16.8% | +9.1% | -7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling