+6.6%
AMT vs CAKE
+256.2%
-249.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.3% |
| 7D | -2.7% | -5.6% | +2.9% | -2.5% |
| 30D | +2.0% | -10.5% | +12.5% | +2.4% |
| 3M | -9.3% | +43.6% | -52.9% | -10.2% |
| 6M | -5.2% | +63.0% | -68.3% | -6.5% |
| YTD | +0.5% | +102.9% | -102.4% | -1.4% |
| 1Y | -7.3% | +75.6% | -82.9% | -8.8% |
| All | +6.6% | +256.2% | -249.6% | -5.2% |
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 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