-81.7%
AMIX vs CAKE
+76.5%
-158.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +2.3% |
| 7D | +1.6% | -4.6% | +6.1% | +5.0% |
| 30D | -50.8% | -6.6% | -44.2% | -48.6% |
| 3M | -46.3% | +52.9% | -99.2% | -47.7% |
| 6M | -49.9% | +65.7% | -115.6% | -51.5% |
| YTD | -60.4% | +107.8% | -168.2% | -57.4% |
| 1Y | -81.7% | +78.5% | -160.2% | -79.3% |
| All | -81.7% | +76.5% | -158.2% | -79.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling