-13.1%
CAVA vs APD
+3.9%
-17.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.2% | +3.5% |
| 7D | -8.0% | -3.3% | -4.8% | -8.0% |
| 30D | -19.6% | -4.2% | -15.4% | -19.5% |
| 3M | -36.7% | +5.4% | -42.1% | -36.4% |
| 6M | -30.6% | +6.3% | -36.8% | -30.8% |
| YTD | -4.8% | +20.3% | -25.1% | -5.5% |
| 1Y | -13.1% | +1.6% | -14.7% | -11.3% |
| All | -13.1% | +3.9% | -17.0% | -11.3% |
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