-99.8%
AMIX vs CAVA
+23.4%
-123.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.0% | +5.8% | -0.1% |
| 7D | +1.6% | -8.5% | +10.1% | +1.7% |
| 30D | -50.8% | -8.2% | -42.6% | -50.9% |
| 3M | -46.3% | -25.9% | -20.3% | -45.3% |
| 6M | -49.9% | -30.9% | -18.9% | -48.5% |
| YTD | -60.4% | -3.7% | -56.7% | -61.5% |
| 1Y | -81.7% | -13.4% | -68.3% | -81.7% |
| All | -99.8% | +23.4% | -123.2% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling