+55.6%
AME vs CAKE
+256.2%
-200.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.4% |
| 7D | 0.0% | -5.6% | +5.6% | +1.1% |
| 30D | -8.6% | -10.5% | +1.9% | -6.8% |
| 3M | +5.8% | +43.6% | -37.9% | -2.5% |
| 6M | +3.8% | +63.0% | -59.2% | -7.3% |
| YTD | +14.4% | +102.9% | -88.5% | -2.8% |
| 1Y | +25.8% | +75.6% | -49.9% | +9.9% |
| All | +55.6% | +256.2% | -200.6% | +17.9% |
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