-20.2%
AMRZ vs CAKE
+79.1%
-99.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.0% | -1.7% |
| 7D | -4.7% | -4.6% | -0.1% | -3.8% |
| 30D | -11.3% | -6.6% | -4.7% | -10.2% |
| 3M | -22.1% | +52.9% | -75.0% | -29.1% |
| 6M | -29.6% | +65.7% | -95.3% | -37.7% |
| YTD | -23.3% | +107.8% | -131.1% | -34.3% |
| 1Y | -23.7% | +78.5% | -102.2% | -34.4% |
| All | -20.2% | +79.1% | -99.4% | -29.8% |
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