-98.1%
AMC vs CAKE
+188.8%
-286.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +4.0% | +4.0% |
| 7D | +2.3% | -4.0% | +6.3% | +5.7% |
| 30D | -0.7% | +2.4% | -3.2% | -4.0% |
| 3M | +35.2% | +69.0% | -33.8% | -14.3% |
| 6M | +124.6% | +69.3% | +55.3% | +42.0% |
| YTD | +69.9% | +115.8% | -45.9% | -13.0% |
| 1Y | -2.6% | +79.3% | -81.9% | -42.9% |
| 3Y | -79.8% | +262.0% | -341.8% | -94.0% |
| 5Y | -99.4% | +165.7% | -265.1% | -99.8% |
| 10Y | -98.9% | +158.9% | -257.8% | -99.6% |
| All | -98.1% | +188.8% | -286.8% | -99.3% |
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 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