+109.2%
BKR vs CAVA
+33.0%
+76.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -0.9% |
| 7D | -7.0% | -8.0% | +1.0% | -6.2% |
| 30D | -8.1% | -19.6% | +11.4% | -6.3% |
| 3M | -6.6% | -36.7% | +30.1% | -2.7% |
| 6M | +0.9% | -30.6% | +31.4% | +3.7% |
| YTD | +31.1% | -4.8% | +35.9% | +29.0% |
| 1Y | +27.7% | -13.1% | +40.8% | +26.6% |
| 3Y | +71.2% | +48.8% | +22.4% | +69.6% |
| All | +109.2% | +33.0% | +76.2% | +109.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling