+131.4%
MKSI vs CAVA
-14.0%
+145.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +1.5% |
| 7D | +2.7% | -8.0% | +10.7% | +4.2% |
| 30D | -12.8% | -19.6% | +6.8% | -9.5% |
| 3M | -22.5% | -36.7% | +14.2% | -16.6% |
| 6M | +19.4% | -30.6% | +50.0% | +26.1% |
| YTD | +67.7% | -4.8% | +72.5% | +65.4% |
| 1Y | +131.4% | -13.1% | +144.5% | +155.4% |
| All | +131.4% | -14.0% | +145.4% | +155.4% |
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