+72.6%
KKR vs DPZ
-34.0%
+106.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | +0.1% |
| 7D | -2.2% | -7.3% | +5.1% | +0.8% |
| 30D | +0.3% | -7.6% | +7.8% | +3.4% |
| 3M | +8.8% | +1.8% | +7.0% | +7.4% |
| 6M | +14.9% | -21.8% | +36.7% | +26.1% |
| YTD | -17.9% | -22.0% | +4.1% | -10.0% |
| 1Y | -23.7% | -28.6% | +4.9% | -13.2% |
| 3Y | +69.1% | -13.1% | +82.1% | +70.6% |
| 5Y | +72.6% | -33.2% | +105.8% | +109.1% |
| All | +72.6% | -34.0% | +106.5% | +109.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling