+67.7%
KORU vs DPZ
-34.0%
+101.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.8% |
| 7D | +20.1% | -7.3% | +27.4% | +22.8% |
| 30D | +47.5% | -7.6% | +55.1% | +50.4% |
| 3M | -30.1% | +1.8% | -31.9% | -32.7% |
| 6M | +20.1% | -21.8% | +41.9% | +30.4% |
| YTD | +166.6% | -22.0% | +188.6% | +187.5% |
| 1Y | +458.9% | -28.6% | +487.5% | +528.4% |
| 3Y | +531.8% | -13.1% | +544.8% | +510.6% |
| 5Y | +67.7% | -33.2% | +100.9% | +60.3% |
| All | +67.7% | -34.0% | +101.7% | +60.3% |
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