+1,311.4%
AMT vs CAKE
+2,079.8%
-768.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.4% | -1.1% |
| 7D | -0.2% | -4.0% | +3.8% | +0.7% |
| 30D | +4.6% | +2.4% | +2.2% | +3.9% |
| 3M | -8.4% | +69.0% | -77.4% | -18.8% |
| 6M | -6.0% | +69.3% | -75.3% | -17.0% |
| YTD | +2.1% | +115.8% | -113.6% | -14.8% |
| 1Y | -6.4% | +79.3% | -85.7% | -18.9% |
| 3Y | +8.1% | +262.0% | -254.0% | -23.0% |
| 5Y | -31.9% | +165.7% | -197.6% | -50.0% |
| 10Y | +97.1% | +158.9% | -61.8% | +23.6% |
| All | +1,311.4% | +2,079.8% | -768.5% | +341.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling