-21.7%
AS vs CAKE
+79.7%
-101.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.8% |
| 7D | -2.6% | -1.1% | -1.6% | -2.4% |
| 30D | -22.1% | +0.4% | -22.5% | -22.5% |
| 3M | -15.3% | +59.9% | -75.2% | -26.0% |
| 6M | -15.6% | +75.1% | -90.6% | -28.7% |
| YTD | -23.2% | +115.0% | -138.2% | -37.3% |
| 1Y | -21.7% | +81.6% | -103.3% | -33.7% |
| All | -21.7% | +79.7% | -101.4% | -33.7% |
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