+2,986.0%
KLAC vs DPZ
+143.2%
+2,842.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +0.9% | -2.0% |
| 7D | +6.2% | -7.3% | +13.5% | +8.4% |
| 30D | -5.0% | -7.6% | +2.6% | -3.1% |
| 3M | -14.4% | +1.8% | -16.2% | -16.1% |
| 6M | +28.3% | -21.8% | +50.1% | +36.2% |
| YTD | +51.1% | -22.0% | +73.1% | +60.1% |
| 1Y | +100.4% | -28.6% | +129.0% | +118.1% |
| 3Y | +276.3% | -13.1% | +289.4% | +276.8% |
| 5Y | +452.1% | -33.2% | +485.3% | +491.3% |
| 10Y | +2,986.0% | +147.0% | +2,839.0% | +2,157.1% |
| All | +2,986.0% | +143.2% | +2,842.8% | +2,157.1% |
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 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