-13.1%
CAVA vs ATI
+159.9%
-173.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | -5.6% | -2.4% | -6.9% |
| 30D | -19.6% | -13.7% | -5.8% | -17.3% |
| 3M | -36.7% | -0.4% | -36.3% | -37.2% |
| 6M | -30.6% | +26.2% | -56.8% | -36.7% |
| YTD | -4.8% | +73.2% | -78.0% | -22.8% |
| 1Y | -13.1% | +161.6% | -174.7% | -38.6% |
| All | -13.1% | +159.9% | -173.0% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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