+19.9%
CAVA vs AMP
+18.6%
+1.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.7% | +0.3% |
| 7D | +14.2% | +7.7% | +6.6% | +9.7% |
| 30D | +14.6% | +6.6% | +8.0% | +10.5% |
| 3M | -2.3% | -4.7% | +2.4% | +0.4% |
| 6M | -30.5% | +12.9% | -43.4% | -35.8% |
| YTD | +5.6% | +8.6% | -3.0% | +1.2% |
| 1Y | +19.9% | +18.2% | +1.7% | +3.3% |
| All | +19.9% | +18.6% | +1.3% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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