-45.3%
ACHR vs CAKE
+207.3%
-252.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | +0.1% |
| 7D | -5.4% | -5.6% | +0.2% | -3.0% |
| 30D | -19.7% | -10.5% | -9.2% | -16.4% |
| 3M | +7.9% | +43.6% | -35.7% | -10.3% |
| 6M | -13.8% | +63.0% | -76.8% | -33.2% |
| YTD | -27.5% | +102.9% | -130.4% | -49.8% |
| 1Y | -33.9% | +75.6% | -109.6% | -51.2% |
| 3Y | -20.0% | +257.7% | -277.7% | -56.7% |
| 5Y | -44.0% | +156.0% | -200.0% | -68.4% |
| All | -45.3% | +207.3% | -252.7% | -68.6% |
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