+50.6%
AA vs CAKE
+78.0%
-27.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | -3.4% | -4.5% | +1.1% | -3.3% |
| 30D | -5.8% | -12.4% | +6.7% | -5.6% |
| 3M | -29.9% | +37.3% | -67.2% | -31.5% |
| 6M | -27.0% | +70.7% | -97.7% | -30.9% |
| YTD | -8.7% | +106.0% | -114.7% | -18.8% |
| 1Y | +50.6% | +79.7% | -29.0% | +32.3% |
| All | +50.6% | +78.0% | -27.4% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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