+0.8%
APO vs CAVA
-7.9%
+8.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -1.0% | -9.2% | +8.2% | +0.3% |
| 30D | +3.5% | -8.2% | +11.6% | +4.6% |
| 3M | +4.5% | -15.3% | +19.9% | +6.1% |
| 6M | +22.8% | -23.6% | +46.4% | +26.7% |
| YTD | -6.5% | +3.5% | -10.0% | -9.1% |
| 1Y | +0.8% | -7.9% | +8.7% | -3.4% |
| All | +0.8% | -7.9% | +8.8% | -3.4% |
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