+75.5%
APO vs CAVA
+33.0%
+42.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.6% | +0.1% |
| 7D | -3.5% | -8.0% | +4.5% | -1.8% |
| 30D | -6.6% | -19.6% | +13.0% | -2.2% |
| 3M | -3.3% | -36.7% | +33.4% | +5.8% |
| 6M | +22.6% | -30.6% | +53.2% | +30.5% |
| YTD | -9.8% | -4.8% | -5.0% | -11.8% |
| 1Y | -3.9% | -13.1% | +9.2% | -4.7% |
| 3Y | +52.5% | +48.8% | +3.7% | +50.7% |
| All | +75.5% | +33.0% | +42.4% | +76.1% |
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