-4.5%
AKAM vs CAKE
+157.8%
-162.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | +1.5% | -4.5% | +6.0% | +2.2% |
| 30D | -13.0% | -12.4% | -0.6% | -11.3% |
| 3M | -19.4% | +37.3% | -56.7% | -23.9% |
| 6M | +0.3% | +70.7% | -70.4% | -9.4% |
| YTD | +22.4% | +106.0% | -83.6% | +5.7% |
| 1Y | +34.8% | +79.7% | -44.8% | +19.6% |
| 3Y | +1.9% | +267.8% | -265.8% | -22.2% |
| All | -4.5% | +157.8% | -162.3% | -26.3% |
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