-32.7%
ACI vs CAKE
+78.0%
-110.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.7% | +3.0% |
| 7D | -3.7% | -4.5% | +0.8% | -3.1% |
| 30D | +0.6% | -12.4% | +13.0% | +2.2% |
| 3M | -20.3% | +37.3% | -57.7% | -22.6% |
| 6M | -24.7% | +70.7% | -95.4% | -27.7% |
| YTD | -27.2% | +106.0% | -133.2% | -33.6% |
| 1Y | -32.7% | +79.7% | -112.4% | -36.6% |
| All | -32.7% | +78.0% | -110.8% | -36.6% |
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 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