-26.0%
AFRM vs CAKE
+163.4%
-189.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.1% | -2.5% |
| 7D | -8.0% | -4.6% | -3.4% | -4.2% |
| 30D | -9.8% | -6.6% | -3.2% | -5.4% |
| 3M | +4.7% | +52.9% | -48.2% | -32.3% |
| 6M | +34.1% | +65.7% | -31.6% | -20.5% |
| YTD | -8.4% | +107.8% | -116.2% | -57.3% |
| 1Y | -22.9% | +78.5% | -101.4% | -58.8% |
| 3Y | +203.3% | +266.4% | -63.1% | -28.9% |
| 5Y | -26.0% | +159.6% | -185.6% | -78.2% |
| All | -26.0% | +163.4% | -189.4% | -78.2% |
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