+538.5%
KGC vs DPZ
+125.0%
+413.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.8% | +2.7% |
| 7D | +11.1% | +3.7% | +7.5% | +10.5% |
| 30D | -3.7% | +8.0% | -11.8% | -4.9% |
| 3M | -17.2% | -4.2% | -13.0% | -16.8% |
| 6M | -27.3% | +4.6% | -31.9% | -28.1% |
| YTD | -18.5% | -18.4% | -0.1% | -16.5% |
| 1Y | -5.7% | -16.8% | +11.1% | -3.7% |
| 3Y | +336.5% | -5.0% | +341.5% | +333.0% |
| 5Y | +298.7% | -27.8% | +326.5% | +306.6% |
| 10Y | +538.5% | +121.1% | +417.5% | +444.9% |
| All | +538.5% | +125.0% | +413.5% | +444.9% |
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