+26.8%
KDP vs CAVA
+87.8%
-61.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.5% |
| 7D | -0.8% | -1.6% | +0.8% | -0.7% |
| 30D | +9.7% | +12.9% | -3.1% | +9.4% |
| 3M | +17.6% | -19.3% | +36.9% | +18.2% |
| 6M | +25.8% | -19.5% | +45.2% | +26.3% |
| YTD | +33.9% | -0.8% | +34.7% | +33.9% |
| 1Y | +38.9% | +20.8% | +18.1% | +38.4% |
| 3Y | +26.8% | +85.7% | -58.9% | +21.6% |
| All | +26.8% | +87.8% | -61.1% | +21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling