+33.0%
CAVA vs APD
+19.9%
+13.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -1.6% | +3.8% | -5.4% | -2.7% |
| 30D | +12.9% | +8.2% | +4.7% | +10.2% |
| 3M | -19.3% | +4.3% | -23.6% | -20.3% |
| 6M | -19.5% | +4.7% | -24.2% | -20.7% |
| YTD | -0.8% | +31.5% | -32.3% | -10.6% |
| 1Y | +20.8% | +23.5% | -2.7% | +11.2% |
| 3Y | +85.7% | +29.1% | +56.6% | +69.2% |
| All | +33.0% | +19.9% | +13.2% | +23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling