+253.4%
AG vs CAKE
+261.6%
-8.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.5% | -3.3% |
| 7D | -6.7% | -4.5% | -2.2% | -5.7% |
| 30D | +2.2% | -12.4% | +14.6% | +5.3% |
| 3M | +15.7% | +37.3% | -21.6% | +5.2% |
| 6M | -23.8% | +70.7% | -94.5% | -35.4% |
| YTD | +17.6% | +106.0% | -88.3% | -6.6% |
| 1Y | +88.6% | +79.7% | +9.0% | +56.0% |
| 3Y | +253.4% | +267.8% | -14.3% | +88.5% |
| All | +253.4% | +261.6% | -8.2% | +88.5% |
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 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