+133.6%
KMI vs DPZ
+148.6%
-15.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | -1.3% |
| 7D | -1.8% | -7.3% | +5.5% | -0.9% |
| 30D | +0.1% | -7.6% | +7.7% | +0.9% |
| 3M | +1.2% | +1.8% | -0.7% | +0.7% |
| 6M | -3.9% | -21.8% | +17.9% | -1.5% |
| YTD | +17.5% | -22.0% | +39.5% | +20.4% |
| 1Y | +22.6% | -28.6% | +51.3% | +26.9% |
| 3Y | +116.3% | -13.1% | +129.4% | +117.1% |
| 5Y | +157.6% | -33.2% | +190.8% | +162.0% |
| All | +133.6% | +148.6% | -15.0% | +95.0% |
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