+113.7%
KLAC vs CAVA
-7.9%
+121.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +7.6% |
| 7D | +5.7% | -9.2% | +15.0% | +7.8% |
| 30D | -3.6% | -8.2% | +4.6% | -2.4% |
| 3M | -12.8% | -15.3% | +2.5% | -10.2% |
| 6M | +26.1% | -23.6% | +49.6% | +32.3% |
| YTD | +53.3% | +3.5% | +49.8% | +50.4% |
| 1Y | +113.7% | -7.9% | +121.6% | +126.0% |
| All | +113.7% | -7.9% | +121.6% | +126.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling