+208.4%
AGI vs CAKE
+261.6%
-53.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | -2.7% | -4.5% | +1.8% | -2.3% |
| 30D | +7.2% | -12.4% | +19.7% | +8.5% |
| 3M | +4.3% | +37.3% | -33.1% | +0.7% |
| 6M | -27.1% | +70.7% | -97.8% | -31.5% |
| YTD | -6.6% | +106.0% | -112.6% | -14.2% |
| 1Y | +9.5% | +79.7% | -70.1% | +1.9% |
| 3Y | +208.4% | +267.8% | -59.3% | +143.8% |
| All | +208.4% | +261.6% | -53.2% | +143.8% |
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