+5,307.1%
AGI vs CAKE
+547.2%
+4,759.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | -2.7% | -4.5% | +1.8% | -2.5% |
| 30D | +7.2% | -12.4% | +19.7% | +8.0% |
| 3M | +4.3% | +37.3% | -33.1% | +2.2% |
| 6M | -27.1% | +70.7% | -97.8% | -29.5% |
| YTD | -6.6% | +106.0% | -112.6% | -10.7% |
| 1Y | +9.5% | +79.7% | -70.1% | +5.4% |
| 3Y | +208.4% | +267.8% | -59.3% | +183.4% |
| 5Y | +401.6% | +159.9% | +241.7% | +364.3% |
| 10Y | +387.3% | +154.3% | +233.0% | +335.4% |
| All | +5,307.1% | +547.2% | +4,759.9% | +4,148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling