+52.1%
RKT vs CAVA
+34.5%
+17.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.0% | +3.3% | -1.7% |
| 7D | -1.0% | -8.5% | +7.6% | +0.6% |
| 30D | -2.4% | -8.2% | +5.8% | -1.1% |
| 3M | +1.9% | -25.9% | +27.8% | +7.1% |
| 6M | -13.9% | -30.9% | +17.1% | -8.5% |
| YTD | -30.6% | -3.7% | -26.9% | -30.5% |
| 1Y | -34.4% | -13.4% | -20.9% | -33.8% |
| 3Y | +38.2% | +44.2% | -6.0% | +13.8% |
| All | +52.1% | +34.5% | +17.6% | +25.2% |
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