+2.1%
AS vs CAKE
+147.7%
-145.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +3.8% |
| 7D | +13.8% | +9.1% | +4.6% | +11.2% |
| 30D | +16.7% | +5.8% | +10.8% | +15.0% |
| 3M | -11.5% | +9.3% | -20.8% | -14.0% |
| 6M | -5.5% | +96.1% | -101.6% | -23.0% |
| YTD | -14.2% | +131.4% | -145.6% | -31.6% |
| 1Y | +2.1% | +146.1% | -144.0% | -19.3% |
| All | +2.1% | +147.7% | -145.6% | -19.3% |
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 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