+76.4%
KKR vs CAVA
+33.0%
+43.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.6% |
| 7D | -6.2% | -8.0% | +1.9% | -4.3% |
| 30D | -8.9% | -19.6% | +10.7% | -4.1% |
| 3M | +6.3% | -36.7% | +42.9% | +17.5% |
| 6M | +16.5% | -30.6% | +47.0% | +24.9% |
| YTD | -20.3% | -4.8% | -15.5% | -22.1% |
| 1Y | -29.8% | -13.1% | -16.7% | -30.3% |
| 3Y | +63.2% | +48.8% | +14.4% | +56.2% |
| All | +76.4% | +33.0% | +43.4% | +69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling