+172.4%
KEY vs DPZ
+154.5%
+17.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | +2.2% | -2.5% | +4.8% | +2.8% |
| 30D | -3.0% | -7.0% | +3.9% | -1.5% |
| 3M | +3.3% | +11.6% | -8.3% | +0.2% |
| 6M | +9.2% | -15.2% | +24.4% | +12.7% |
| YTD | +10.6% | -17.2% | +27.9% | +14.7% |
| 1Y | +20.4% | -24.8% | +45.2% | +27.7% |
| 3Y | +121.8% | -8.7% | +130.5% | +121.9% |
| 5Y | +41.1% | -28.9% | +70.0% | +44.9% |
| All | +172.4% | +154.5% | +17.9% | +95.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling