+1,641.0%
APO vs DPZ
+2,252.7%
-611.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.3% | +3.7% | -1.4% | +1.4% |
| 30D | +3.0% | +8.0% | -5.0% | +1.0% |
| 3M | -3.7% | -4.2% | +0.5% | -2.8% |
| 6M | -7.5% | +4.6% | -12.1% | -9.0% |
| YTD | -14.5% | -18.4% | +3.9% | -10.8% |
| 1Y | -6.2% | -16.8% | +10.6% | -2.6% |
| 3Y | +51.9% | -5.0% | +56.9% | +50.7% |
| 5Y | +76.5% | -27.8% | +104.3% | +84.1% |
| 10Y | +895.2% | +121.1% | +774.2% | +632.0% |
| All | +1,641.0% | +2,252.7% | -611.7% | +577.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling