+3,452.6%
ALNY vs CAKE
+421.8%
+3,030.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | -6.5% | -4.5% | -2.0% | -5.3% |
| 30D | +11.0% | -12.4% | +23.5% | +15.1% |
| 3M | -14.1% | +37.3% | -51.4% | -22.3% |
| 6M | -22.4% | +70.7% | -93.1% | -34.6% |
| YTD | -37.5% | +106.0% | -143.4% | -50.4% |
| 1Y | -46.9% | +79.7% | -126.6% | -56.3% |
| 3Y | +22.1% | +267.8% | -245.7% | -22.2% |
| 5Y | +31.2% | +159.9% | -128.7% | -11.2% |
| 10Y | +256.3% | +154.3% | +102.0% | +96.1% |
| All | +3,452.6% | +421.8% | +3,030.8% | +1,087.4% |
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