+38.8%
CAVA vs APD
+13.3%
+25.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | -9.2% | -2.2% | -7.0% | -8.6% |
| 30D | -8.2% | +2.1% | -10.3% | -8.8% |
| 3M | -15.3% | +7.2% | -22.5% | -17.4% |
| 6M | -23.6% | +11.2% | -34.8% | -26.9% |
| YTD | +3.5% | +24.4% | -20.9% | -5.1% |
| 1Y | -7.9% | +6.7% | -14.5% | -10.3% |
| 3Y | +38.7% | +9.2% | +29.4% | +35.4% |
| All | +38.8% | +13.3% | +25.5% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling