+220.8%
AFRM vs CAKE
+273.8%
-53.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | +3.1% | -1.1% | +4.1% | +3.7% |
| 30D | -4.2% | +0.4% | -4.6% | -5.4% |
| 3M | +10.1% | +59.9% | -49.8% | -22.8% |
| 6M | +39.4% | +75.1% | -35.6% | -9.3% |
| YTD | -3.2% | +115.0% | -118.2% | -47.1% |
| 1Y | -16.1% | +81.6% | -97.7% | -47.9% |
| 3Y | +220.8% | +279.1% | -58.3% | -5.6% |
| All | +220.8% | +273.8% | -53.0% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling