-19.9%
ACHR vs CAKE
+261.6%
-281.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.6% |
| 7D | -2.3% | -4.5% | +2.3% | 0.0% |
| 30D | -11.3% | -12.4% | +1.2% | -5.8% |
| 3M | +5.3% | +37.3% | -32.1% | -13.9% |
| 6M | -13.2% | +70.7% | -83.9% | -38.9% |
| YTD | -25.8% | +106.0% | -131.8% | -54.7% |
| 1Y | -34.3% | +79.7% | -113.9% | -56.3% |
| 3Y | -19.9% | +267.8% | -287.7% | -70.3% |
| All | -19.9% | +261.6% | -281.6% | -70.3% |
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 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