-13.1%
CAVA vs AMP
+14.8%
-27.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.7% | +3.0% |
| 7D | -8.0% | -0.5% | -7.5% | -7.7% |
| 30D | -19.6% | -1.3% | -18.2% | -18.8% |
| 3M | -36.7% | +24.2% | -60.9% | -46.1% |
| 6M | -30.6% | +24.6% | -55.1% | -41.5% |
| YTD | -4.8% | +14.8% | -19.6% | -13.3% |
| 1Y | -13.1% | +12.8% | -25.9% | -22.9% |
| All | -13.1% | +14.8% | -27.9% | -22.9% |
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