+36.9%
KR vs CAVA
+33.0%
+3.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.5% | -0.8% | +2.7% |
| 7D | -0.2% | -8.0% | +7.9% | -0.1% |
| 30D | +5.1% | -19.6% | +24.6% | +5.2% |
| 3M | -8.2% | -36.7% | +28.5% | -8.0% |
| 6M | -18.0% | -30.6% | +12.6% | -17.9% |
| YTD | -4.8% | -4.8% | 0.0% | -5.0% |
| 1Y | -11.0% | -13.1% | +2.1% | -11.3% |
| 3Y | +37.7% | +48.8% | -11.1% | +35.6% |
| All | +36.9% | +33.0% | +3.9% | +35.8% |
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