+528.2%
AMKR vs CAKE
+155.4%
+372.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.9% | +3.9% |
| 7D | +8.3% | -4.5% | +12.8% | +10.0% |
| 30D | -6.8% | -12.4% | +5.7% | -2.9% |
| 3M | -31.9% | +37.3% | -69.3% | -40.4% |
| 6M | +18.4% | +70.7% | -52.4% | -4.5% |
| YTD | +31.7% | +106.0% | -74.3% | -0.7% |
| 1Y | +105.2% | +79.7% | +25.6% | +61.5% |
| 3Y | +147.7% | +267.8% | -120.0% | +48.8% |
| 5Y | +99.4% | +159.9% | -60.5% | +30.2% |
| All | +528.2% | +155.4% | +372.7% | +272.4% |
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