-89.7%
AMIX vs CAKE
+132.7%
-222.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.7% | +10.5% | +10.0% |
| 7D | +11.4% | -1.0% | +12.5% | +12.0% |
| 30D | -40.5% | +0.6% | -41.1% | -41.4% |
| 3M | -80.1% | -1.6% | -78.5% | -80.3% |
| 6M | -74.8% | +78.3% | -153.1% | -76.9% |
| YTD | -84.0% | +118.8% | -202.8% | -82.6% |
| 1Y | -89.7% | +140.3% | -230.0% | -86.2% |
| All | -89.7% | +132.7% | -222.4% | -86.2% |
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