+50.5%
CAVA vs APD
+6.4%
+44.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.8% | -5.2% | -5.8% |
| 7D | -8.5% | -4.6% | -4.0% | -7.2% |
| 30D | -8.2% | -4.2% | -4.0% | -7.0% |
| 3M | -25.9% | +5.0% | -30.9% | -27.3% |
| 6M | -30.9% | +8.9% | -39.9% | -33.5% |
| YTD | -3.7% | +21.9% | -25.6% | -11.1% |
| 1Y | -13.4% | +5.6% | -19.0% | -15.5% |
| All | +50.5% | +6.4% | +44.0% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling