+106.2%
AMT vs CAKE
+155.4%
-49.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.6% |
| 7D | +1.1% | -4.5% | +5.7% | +1.7% |
| 30D | +4.4% | -12.4% | +16.8% | +5.9% |
| 3M | -5.2% | +37.3% | -42.5% | -8.7% |
| 6M | -0.8% | +70.7% | -71.5% | -7.1% |
| YTD | +3.3% | +106.0% | -102.7% | -5.6% |
| 1Y | -6.0% | +79.7% | -85.7% | -12.8% |
| 3Y | +9.6% | +267.8% | -258.2% | -9.1% |
| 5Y | -29.2% | +159.9% | -189.1% | -40.0% |
| All | +106.2% | +155.4% | -49.2% | +40.8% |
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