-99.8%
AMIX vs CAKE
+238.6%
-338.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -3.4% | -1.1% | -2.3% | -2.9% |
| 30D | -54.4% | +0.4% | -54.8% | -54.8% |
| 3M | -45.7% | +59.9% | -105.7% | -52.0% |
| 6M | -49.2% | +75.1% | -124.2% | -56.1% |
| YTD | -60.3% | +115.0% | -175.4% | -67.4% |
| 1Y | -81.4% | +81.6% | -163.0% | -83.8% |
| All | -99.8% | +238.6% | -338.4% | -99.9% |
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 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