-13.1%
CAVA vs KGC
+28.2%
-41.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.4% |
| 7D | -8.0% | -5.6% | -2.4% | -7.4% |
| 30D | -19.6% | +6.1% | -25.7% | -20.0% |
| 3M | -36.7% | +17.3% | -54.0% | -37.6% |
| 6M | -30.6% | -10.3% | -20.3% | -30.4% |
| YTD | -4.8% | +3.9% | -8.6% | -3.0% |
| 1Y | -13.1% | +25.7% | -38.9% | -11.3% |
| All | -13.1% | +28.2% | -41.3% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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