-33.2%
KWEB vs CAVA
+17.1%
-50.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +1.9% |
| 7D | +8.6% | +1.4% | +7.3% | +8.6% |
| 30D | +0.9% | +14.0% | -13.1% | +0.3% |
| 3M | -13.2% | -9.3% | -3.9% | -13.0% |
| 6M | -13.2% | -33.6% | +20.4% | -10.9% |
| YTD | -27.3% | +2.2% | -29.5% | -27.9% |
| 1Y | -33.2% | +19.1% | -52.4% | -34.4% |
| All | -33.2% | +17.1% | -50.3% | -34.4% |
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