+67.0%
APO vs DPZ
-27.1%
+94.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | +0.3% |
| 7D | +0.8% | +6.6% | -5.8% | -1.2% |
| 30D | +1.0% | +10.3% | -9.2% | -2.1% |
| 3M | -8.4% | -6.2% | -2.2% | -6.7% |
| 6M | -9.1% | +4.2% | -13.3% | -11.0% |
| YTD | -18.3% | -18.4% | +0.1% | -13.5% |
| 1Y | -8.0% | -14.9% | +6.9% | -4.1% |
| 3Y | +47.1% | -4.6% | +51.7% | +43.2% |
| All | +67.0% | -27.1% | +94.0% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling