+22.3%
KMI vs CAVA
-7.9%
+30.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.7% |
| 7D | -0.5% | -9.2% | +8.7% | -0.7% |
| 30D | +0.9% | -8.2% | +9.1% | +0.7% |
| 3M | 0.0% | -15.3% | +15.3% | -0.3% |
| 6M | -5.7% | -23.6% | +17.9% | -5.9% |
| YTD | +17.5% | +3.5% | +14.0% | +17.8% |
| 1Y | +22.3% | -7.9% | +30.2% | +20.1% |
| All | +22.3% | -7.9% | +30.2% | +20.1% |
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 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