+8.8%
KDP vs CAVA
+28.6%
-19.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.5% | -1.8% |
| 7D | -4.3% | -12.4% | +8.1% | -4.0% |
| 30D | +7.8% | -11.2% | +19.0% | +8.1% |
| 3M | -0.1% | -33.8% | +33.7% | +0.6% |
| 6M | +14.0% | -32.5% | +46.5% | +14.7% |
| YTD | +15.1% | -8.0% | +23.1% | +15.3% |
| 1Y | +18.5% | -17.1% | +35.6% | +18.8% |
| 3Y | +2.9% | +37.8% | -34.9% | 0.0% |
| All | +8.8% | +28.6% | -19.8% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 10y: compounded portfolio wealth divided by compounded CAVA 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…
10y analysis · Full analysis span regression · 6 months rolling