+7.3%
AON vs CAKE
+157.8%
-150.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.8% |
| 7D | -6.3% | -4.5% | -1.8% | -5.8% |
| 30D | -14.1% | -12.4% | -1.7% | -12.7% |
| 3M | -9.5% | +37.3% | -46.8% | -13.1% |
| 6M | -4.0% | +70.7% | -74.7% | -10.6% |
| YTD | -13.8% | +106.0% | -119.8% | -21.9% |
| 1Y | -18.3% | +79.7% | -97.9% | -24.7% |
| 3Y | -7.2% | +267.8% | -275.0% | -23.8% |
| All | +7.3% | +157.8% | -150.6% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling