+36.9%
RKT vs CAVA
+37.2%
-0.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.7% | -0.9% |
| 7D | -7.2% | -12.4% | +5.2% | -4.9% |
| 30D | -7.9% | -11.2% | +3.3% | -6.0% |
| 3M | +5.2% | -33.8% | +39.0% | +13.2% |
| 6M | -14.9% | -32.5% | +17.6% | -8.9% |
| YTD | -31.9% | -8.0% | -23.9% | -31.2% |
| 1Y | -36.9% | -17.1% | -19.8% | -35.8% |
| All | +36.9% | +37.2% | -0.2% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling