-7.9%
CAVA vs APD
+6.0%
-13.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.5% |
| 7D | -9.2% | -2.2% | -7.0% | -9.2% |
| 30D | -8.2% | +2.1% | -10.3% | -8.2% |
| 3M | -15.3% | +7.2% | -22.5% | -14.9% |
| 6M | -23.6% | +11.2% | -34.8% | -23.9% |
| YTD | +3.5% | +24.4% | -20.9% | +2.9% |
| 1Y | -7.9% | +6.7% | -14.5% | -5.8% |
| All | -7.9% | +6.0% | -13.9% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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