+49.3%
RKT vs CAVA
+33.0%
+16.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.7% |
| 7D | -6.3% | -8.0% | +1.8% | -4.9% |
| 30D | -6.2% | -19.6% | +13.4% | -2.5% |
| 3M | -1.9% | -36.7% | +34.8% | +6.0% |
| 6M | -13.0% | -30.6% | +17.6% | -7.7% |
| YTD | -31.9% | -4.8% | -27.1% | -31.7% |
| 1Y | -37.6% | -13.1% | -24.4% | -37.1% |
| 3Y | +36.8% | +48.8% | -12.0% | +12.2% |
| All | +49.3% | +33.0% | +16.2% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling