-11.7%
KR vs CAVA
-7.9%
-3.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.1% |
| 7D | +1.5% | -9.2% | +10.7% | +1.3% |
| 30D | +4.1% | -8.2% | +12.3% | +4.0% |
| 3M | -5.2% | -15.3% | +10.1% | -5.3% |
| 6M | -12.8% | -23.6% | +10.8% | -13.0% |
| YTD | -4.6% | +3.5% | -8.1% | -4.9% |
| 1Y | -11.7% | -7.9% | -3.8% | -15.5% |
| All | -11.7% | -7.9% | -3.7% | -15.5% |
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