-18.7%
AMRZ vs CAKE
+90.1%
-108.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | -5.5% | -4.7% | -0.8% | -4.5% |
| 30D | +15.6% | +0.9% | +14.8% | +15.4% |
| 3M | -12.1% | -2.7% | -9.4% | -11.9% |
| 6M | -19.4% | +81.2% | -100.6% | -29.7% |
| YTD | -21.9% | +120.6% | -142.4% | -34.0% |
| 1Y | -15.0% | +142.7% | -157.7% | -29.1% |
| All | -18.7% | +90.1% | -108.9% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling