+142.2%
AS vs CAKE
+241.3%
-99.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.9% | -0.8% | +1.8% |
| 7D | +5.8% | -1.8% | +7.6% | +6.4% |
| 30D | +15.4% | +2.3% | +13.0% | +14.5% |
| 3M | -11.9% | +3.9% | -15.8% | -13.5% |
| 6M | -9.9% | +81.4% | -91.3% | -27.7% |
| YTD | -13.1% | +122.5% | -135.6% | -35.5% |
| 1Y | +9.9% | +138.1% | -128.2% | -20.7% |
| All | +142.2% | +241.3% | -99.0% | +65.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling