-79.7%
AMIX vs CAVA
-7.9%
-71.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -2.3% |
| 7D | -13.7% | -9.2% | -4.5% | -15.8% |
| 30D | -62.1% | -8.2% | -53.9% | -62.3% |
| 3M | -46.2% | -15.3% | -30.8% | -45.8% |
| 6M | -46.4% | -23.6% | -22.8% | -45.5% |
| YTD | -60.3% | +3.5% | -63.8% | -58.7% |
| 1Y | -79.7% | -7.9% | -71.8% | -73.4% |
| All | -79.7% | -7.9% | -71.7% | -73.4% |
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