+304.9%
AEM vs CAKE
+157.8%
+147.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.7% |
| 7D | -2.1% | -4.5% | +2.4% | -1.7% |
| 30D | +8.4% | -12.4% | +20.9% | +9.7% |
| 3M | +27.3% | +37.3% | -10.1% | +23.3% |
| 6M | -9.7% | +70.7% | -80.4% | -14.5% |
| YTD | +19.0% | +106.0% | -87.0% | +10.4% |
| 1Y | +31.5% | +79.7% | -48.2% | +23.5% |
| 3Y | +338.7% | +267.8% | +70.9% | +275.7% |
| All | +304.9% | +157.8% | +147.0% | +229.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling