+1,563.3%
APO vs DPZ
+2,253.4%
-690.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | +0.1% |
| 7D | +0.8% | +6.6% | -5.8% | -0.8% |
| 30D | +1.0% | +10.3% | -9.2% | -1.5% |
| 3M | -8.4% | -6.2% | -2.2% | -7.0% |
| 6M | -9.1% | +4.2% | -13.3% | -10.6% |
| YTD | -18.3% | -18.4% | +0.1% | -14.8% |
| 1Y | -8.0% | -14.9% | +6.9% | -5.1% |
| 3Y | +47.1% | -4.6% | +51.7% | +45.7% |
| 5Y | +67.2% | -27.4% | +94.6% | +74.1% |
| 10Y | +871.8% | +125.9% | +745.9% | +610.3% |
| All | +1,563.3% | +2,253.4% | -690.1% | +547.0% |
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