+74.2%
AA vs CAKE
+256.2%
-182.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.4% | -2.4% | -3.9% |
| 7D | -5.4% | -5.6% | +0.2% | -3.4% |
| 30D | -10.7% | -10.5% | -0.2% | -7.5% |
| 3M | -26.2% | +43.6% | -69.8% | -37.3% |
| 6M | -20.9% | +63.0% | -84.0% | -37.4% |
| YTD | -8.6% | +102.9% | -111.5% | -35.6% |
| 1Y | +57.4% | +75.6% | -18.2% | +18.8% |
| All | +74.2% | +256.2% | -182.0% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling