+37.5%
APH vs CAVA
-13.1%
+50.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.5% | +0.1% |
| 7D | +1.6% | -8.5% | +10.2% | +2.5% |
| 30D | -3.0% | -8.2% | +5.2% | -2.5% |
| 3M | +5.7% | -25.9% | +31.7% | +8.3% |
| 6M | +20.0% | -30.9% | +50.9% | +23.9% |
| YTD | +20.8% | -3.7% | +24.5% | +22.8% |
| All | +37.5% | -13.1% | +50.6% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 1y: compounded portfolio wealth divided by compounded CAVA 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…
1y analysis · Full analysis span regression · 6 months rolling