+50.9%
APO vs DPZ
-4.7%
+55.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.1% |
| 7D | +5.8% | +2.2% | +3.5% | +5.1% |
| 30D | +8.9% | +15.5% | -6.6% | +4.9% |
| 3M | -13.6% | -2.0% | -11.6% | -13.4% |
| 6M | -5.4% | +12.1% | -17.5% | -8.5% |
| YTD | -13.6% | -16.6% | +2.9% | -9.7% |
| 1Y | -2.5% | -14.6% | +12.1% | +1.0% |
| 3Y | +50.9% | -4.1% | +55.0% | +65.6% |
| All | +50.9% | -4.7% | +55.6% | +65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling