+585.5%
KGC vs DPZ
+134.3%
+451.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.7% |
| 7D | -4.1% | -2.5% | -1.6% | -3.7% |
| 30D | -11.6% | +12.5% | -24.2% | -13.2% |
| 3M | -24.5% | -5.2% | -19.3% | -24.1% |
| 6M | -34.6% | +8.8% | -43.3% | -35.7% |
| YTD | -26.2% | -18.7% | -7.5% | -24.4% |
| 1Y | -20.1% | -15.7% | -4.4% | -18.7% |
| 3Y | +312.4% | -7.5% | +319.9% | +311.1% |
| 5Y | +224.9% | -30.1% | +255.0% | +232.1% |
| All | +585.5% | +134.3% | +451.3% | +554.8% |
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