-14.5%
AMC vs CAKE
+74.6%
-89.1%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.0% |
| 7D | -7.1% | -5.6% | -1.5% | -4.7% |
| 30D | -1.7% | -10.5% | +8.9% | +2.7% |
| 3M | +13.5% | +43.6% | -30.2% | -7.9% |
| 6M | +112.6% | +63.0% | +49.6% | +59.6% |
| YTD | +51.3% | +102.9% | -51.6% | +8.1% |
| 1Y | -14.5% | +75.6% | -90.1% | -35.1% |
| All | -14.5% | +74.6% | -89.1% | -35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling