+228.1%
AEHR vs CAKE
+76.8%
+151.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.4% | +12.7% | +12.9% |
| 7D | +6.7% | -4.0% | +10.8% | +8.8% |
| 30D | -12.7% | +2.4% | -15.1% | -13.6% |
| 3M | -26.0% | +69.0% | -95.0% | -45.5% |
| 6M | +102.2% | +69.3% | +32.9% | +43.7% |
| YTD | +327.2% | +115.8% | +211.5% | +169.9% |
| 1Y | +228.1% | +79.3% | +148.8% | +97.4% |
| All | +228.1% | +76.8% | +151.3% | +97.4% |
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