+54.5%
ADI vs CAKE
+78.0%
-23.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.3% | +4.6% |
| 7D | +4.6% | -4.5% | +9.1% | +5.2% |
| 30D | -1.2% | -12.4% | +11.3% | +0.6% |
| 3M | -7.8% | +37.3% | -45.2% | -14.3% |
| 6M | +19.3% | +70.7% | -51.4% | +3.2% |
| YTD | +40.9% | +106.0% | -65.1% | +14.0% |
| 1Y | +54.5% | +79.7% | -25.2% | +24.3% |
| All | +54.5% | +78.0% | -23.5% | +24.3% |
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 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