+115.6%
AMDL vs CAKE
+199.6%
-84.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.4% | -4.3% | -5.4% |
| 7D | +20.7% | -5.6% | +26.3% | +24.5% |
| 30D | +9.4% | -10.5% | +20.0% | +16.0% |
| 3M | +5.6% | +43.6% | -38.0% | -18.8% |
| 6M | +340.3% | +63.0% | +277.2% | +205.4% |
| YTD | +253.6% | +102.9% | +150.7% | +103.7% |
| 1Y | +443.4% | +75.6% | +367.7% | +246.5% |
| All | +115.6% | +199.6% | -84.1% | -18.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling