+10.9%
KDP vs CAVA
+34.5%
-23.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.0% | +4.6% | -1.3% |
| 7D | -1.6% | -8.5% | +7.0% | -1.4% |
| 30D | +9.5% | -8.2% | +17.7% | +9.7% |
| 3M | +2.6% | -25.9% | +28.5% | +3.1% |
| 6M | +15.6% | -30.9% | +46.5% | +16.2% |
| YTD | +17.3% | -3.7% | +21.0% | +17.5% |
| 1Y | +20.1% | -13.4% | +33.5% | +20.3% |
| 3Y | +4.9% | +44.2% | -39.3% | +1.9% |
| All | +10.9% | +34.5% | -23.6% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling