-57.7%
AMC vs CAKE
+272.0%
-329.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.8% | -0.7% |
| 7D | +8.4% | -3.8% | +12.3% | +10.7% |
| 30D | +9.2% | -5.2% | +14.4% | +12.5% |
| 3M | +32.0% | -9.2% | +41.2% | +37.9% |
| 6M | +149.3% | +76.6% | +72.6% | +76.6% |
| YTD | +114.1% | +113.6% | +0.5% | +36.2% |
| 1Y | +35.8% | +134.3% | -98.6% | -18.3% |
| All | -57.7% | +272.0% | -329.7% | -83.8% |
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