+187.5%
APLD vs CAVA
+34.5%
+153.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.0% | +1.9% | -1.5% |
| 7D | +9.0% | -8.5% | +17.5% | +13.2% |
| 30D | -6.6% | -8.2% | +1.6% | -3.8% |
| 3M | -35.2% | -25.9% | -9.3% | -28.2% |
| 6M | +0.4% | -30.9% | +31.3% | +14.3% |
| YTD | +10.7% | -3.7% | +14.4% | +4.7% |
| 1Y | +78.6% | -13.4% | +92.0% | +75.5% |
| 3Y | +423.9% | +44.2% | +379.7% | +407.7% |
| All | +187.5% | +34.5% | +153.0% | +196.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling