+110.4%
BKR vs CAVA
+28.6%
+81.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.4% | -2.2% | -6.2% |
| 7D | -6.7% | -12.4% | +5.8% | -5.5% |
| 30D | -8.3% | -11.2% | +2.9% | -7.5% |
| 3M | -5.4% | -33.8% | +28.4% | -1.9% |
| 6M | +0.8% | -32.5% | +33.3% | +4.0% |
| YTD | +31.8% | -8.0% | +39.8% | +30.2% |
| 1Y | +28.6% | -17.1% | +45.7% | +28.1% |
| 3Y | +71.2% | +37.8% | +33.4% | +70.6% |
| All | +110.4% | +28.6% | +81.8% | +111.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling