+12.4%
AMT vs CAVA
+19.2%
-6.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.8% | +1.3% | +4.1% |
| 7D | +6.0% | +14.2% | -8.2% | +6.1% |
| 30D | +20.1% | +14.6% | +5.5% | +20.2% |
| 3M | +12.4% | -2.3% | +14.7% | +12.5% |
| 6M | +9.9% | -30.5% | +40.4% | +9.1% |
| YTD | +14.4% | +5.6% | +8.8% | +16.3% |
| 1Y | +12.4% | +19.9% | -7.4% | +14.2% |
| All | +12.4% | +19.2% | -6.8% | +14.2% |
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 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