+957.8%
AAOI vs CAKE
+203.0%
+754.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.3% |
| 3M | -39.0% | +37.3% | -76.4% | -46.2% |
| 6M | -17.0% | +70.7% | -87.8% | -33.3% |
| YTD | +202.2% | +106.0% | +96.3% | +124.5% |
| 1Y | +292.4% | +79.7% | +212.8% | +206.0% |
| 3Y | +804.4% | +267.8% | +536.6% | +466.2% |
| 5Y | +1,318.0% | +159.9% | +1,158.1% | +846.2% |
| 10Y | +436.7% | +154.3% | +282.4% | +223.3% |
| All | +957.8% | +203.0% | +754.8% | +527.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling