-25.9%
AFRM vs CAKE
+192.1%
-218.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.0% |
| 7D | -1.3% | -4.5% | +3.3% | +2.2% |
| 30D | -2.7% | -12.4% | +9.8% | +6.4% |
| 3M | +7.4% | +37.3% | -29.9% | -17.9% |
| 6M | +40.7% | +70.7% | -30.1% | -9.8% |
| YTD | -4.0% | +106.0% | -110.0% | -47.6% |
| 1Y | -12.2% | +79.7% | -91.9% | -47.2% |
| 3Y | +203.1% | +267.8% | -64.7% | +1.3% |
| 5Y | -42.2% | +159.9% | -202.1% | -77.7% |
| All | -25.9% | +192.1% | -218.0% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling