-17.1%
CAVA vs KEY
+18.3%
-35.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -12.4% | -1.8% | -10.7% | -11.2% |
| 30D | -11.2% | -3.3% | -7.9% | -8.8% |
| 3M | -33.8% | -0.2% | -33.6% | -34.1% |
| 6M | -32.5% | +12.1% | -44.6% | -39.1% |
| YTD | -8.0% | +8.4% | -16.4% | -13.5% |
| 1Y | -17.1% | +17.6% | -34.8% | -32.1% |
| All | -17.1% | +18.3% | -35.5% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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