-91.6%
AMIX vs CAVA
+19.2%
-110.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -2.3% |
| 7D | -25.1% | +14.2% | -39.4% | -22.1% |
| 30D | -54.5% | +14.6% | -69.1% | -52.7% |
| 3M | -91.7% | -2.3% | -89.4% | -91.6% |
| 6M | -79.4% | -30.5% | -48.9% | -78.9% |
| YTD | -86.1% | +5.6% | -91.7% | -84.3% |
| 1Y | -91.6% | +19.9% | -111.4% | -89.0% |
| All | -91.6% | +19.2% | -110.8% | -89.0% |
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