+416.0%
AAOI vs CAKE
+155.4%
+260.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.5% |
| 7D | -0.2% | -4.5% | +4.4% | +1.4% |
| 30D | -23.7% | -12.4% | -11.3% | -20.4% |
| 3M | -39.0% | +37.3% | -76.4% | -46.0% |
| 6M | -17.0% | +70.7% | -87.8% | -32.8% |
| YTD | +202.2% | +106.0% | +96.3% | +126.6% |
| 1Y | +292.4% | +79.7% | +212.8% | +208.5% |
| 3Y | +804.4% | +267.8% | +536.6% | +476.5% |
| 5Y | +1,318.0% | +159.9% | +1,158.1% | +857.7% |
| All | +416.0% | +155.4% | +260.5% | +240.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling