+13.7%
AR vs CAKE
+147.7%
-134.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +4.7% | -11.0% | -5.8% |
| 7D | -11.1% | +9.1% | -20.3% | -10.3% |
| 30D | +7.9% | +5.8% | +2.1% | +8.6% |
| 3M | +4.9% | +9.3% | -4.5% | +6.1% |
| 6M | -5.3% | +96.1% | -101.4% | +5.6% |
| YTD | +8.6% | +131.4% | -122.8% | +23.3% |
| 1Y | +13.7% | +146.1% | -132.4% | +27.2% |
| All | +13.7% | +147.7% | -134.0% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling