-13.3%
CAVA vs BAM
-11.9%
-1.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.4% | -3.7% | -4.9% |
| 7D | -8.5% | -3.9% | -4.6% | -6.8% |
| 30D | -8.2% | -8.8% | +0.6% | -4.3% |
| 3M | -25.9% | +2.2% | -28.1% | -27.6% |
| 6M | -30.9% | +5.9% | -36.8% | -34.3% |
| YTD | -3.7% | -6.1% | +2.4% | -2.7% |
| All | -13.3% | -11.9% | -1.4% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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