-16.9%
ACI vs CAKE
+147.7%
-164.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.1% | +3.0% |
| 7D | +4.5% | +9.1% | -4.6% | +3.5% |
| 30D | +20.9% | +5.8% | +15.0% | +20.0% |
| 3M | +15.2% | +9.3% | +5.9% | +13.8% |
| 6M | -13.3% | +96.1% | -109.4% | -16.6% |
| YTD | -16.2% | +131.4% | -147.6% | -23.0% |
| 1Y | -16.9% | +146.1% | -162.9% | -24.9% |
| All | -16.9% | +147.7% | -164.5% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling