+651.4%
KKR vs DPZ
+140.2%
+511.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.7% | +0.1% |
| 7D | +1.6% | +2.2% | -0.6% | +0.9% |
| 30D | +14.5% | +15.5% | -0.9% | +9.4% |
| 3M | -15.0% | -2.0% | -13.0% | -14.6% |
| 6M | +1.0% | +12.1% | -11.1% | -3.1% |
| YTD | -22.6% | -16.6% | -6.1% | -18.9% |
| 1Y | -18.2% | -14.6% | -3.6% | -15.0% |
| 3Y | +56.4% | -4.1% | +60.5% | +55.0% |
| 5Y | +29.6% | -28.3% | +57.9% | +36.0% |
| All | +651.4% | +140.2% | +511.2% | +454.2% |
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