+51.2%
APO vs CAVA
+37.2%
+14.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -1.3% |
| 7D | -4.9% | -12.4% | +7.5% | -1.8% |
| 30D | -8.4% | -11.2% | +2.8% | -6.2% |
| 3M | -2.1% | -33.8% | +31.7% | +7.0% |
| 6M | +19.2% | -32.5% | +51.8% | +28.7% |
| YTD | -10.5% | -8.0% | -2.5% | -12.4% |
| 1Y | -2.7% | -17.1% | +14.4% | -2.7% |
| All | +51.2% | +37.2% | +14.0% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling