-97.5%
AMC vs CAKE
+185.9%
-283.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.8% | +0.2% |
| 7D | +8.4% | -3.8% | +12.3% | +11.8% |
| 30D | +9.2% | -5.2% | +14.4% | +13.9% |
| 3M | +32.0% | -9.2% | +41.2% | +40.2% |
| 6M | +149.3% | +76.6% | +72.6% | +50.6% |
| YTD | +114.1% | +113.6% | +0.5% | +9.6% |
| 1Y | +35.8% | +134.3% | -98.6% | -36.0% |
| 3Y | -58.3% | +271.2% | -329.5% | -88.0% |
| 5Y | -99.2% | +170.3% | -269.4% | -99.7% |
| 10Y | -98.8% | +125.7% | -224.4% | -99.5% |
| All | -97.5% | +185.9% | -283.4% | -99.2% |
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