+274.4%
KLAC vs CAVA
+41.9%
+232.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | +1.1% |
| 7D | -2.7% | -8.0% | +5.4% | -0.7% |
| 30D | -13.2% | -19.6% | +6.4% | -8.7% |
| 3M | -25.0% | -36.7% | +11.7% | -16.8% |
| 6M | +23.6% | -30.6% | +54.2% | +33.2% |
| YTD | +49.2% | -4.8% | +54.0% | +46.9% |
| 1Y | +89.3% | -13.1% | +102.4% | +89.6% |
| 3Y | +274.4% | +48.8% | +225.6% | +258.3% |
| All | +274.4% | +41.9% | +232.4% | +258.3% |
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