+106.0%
AMKR vs CAVA
+33.0%
+72.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.5% | +1.0% | +3.5% |
| 7D | +8.3% | -8.0% | +16.3% | +10.7% |
| 30D | -6.8% | -19.6% | +12.8% | -1.2% |
| 3M | -31.9% | -36.7% | +4.7% | -23.6% |
| 6M | +18.4% | -30.6% | +48.9% | +28.7% |
| YTD | +31.7% | -4.8% | +36.5% | +28.7% |
| 1Y | +105.2% | -13.1% | +118.4% | +104.7% |
| 3Y | +147.7% | +48.8% | +99.0% | +122.5% |
| All | +106.0% | +33.0% | +72.9% | +88.0% |
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 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