+315.4%
APH vs CAVA
+44.7%
+270.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.1% |
| 7D | +5.0% | -9.2% | +14.2% | +6.6% |
| 30D | -3.9% | -8.2% | +4.3% | -2.9% |
| 3M | +13.0% | -15.3% | +28.3% | +15.1% |
| 6M | +25.2% | -23.6% | +48.7% | +29.5% |
| YTD | +22.9% | +3.5% | +19.4% | +19.5% |
| 1Y | +47.8% | -7.9% | +55.7% | +46.0% |
| 3Y | +283.0% | +38.7% | +244.4% | +275.2% |
| All | +315.4% | +44.7% | +270.8% | +306.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling