-3.8%
AS vs CAKE
+132.7%
-136.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -2.0% |
| 7D | -3.6% | -3.8% | +0.2% | -2.6% |
| 30D | +3.4% | -5.2% | +8.6% | +4.9% |
| 3M | -8.6% | -9.2% | +0.6% | -6.7% |
| 6M | -10.0% | +76.6% | -86.7% | -24.3% |
| YTD | -19.2% | +113.6% | -132.7% | -33.3% |
| 1Y | -3.8% | +134.3% | -138.1% | -20.9% |
| All | -3.8% | +132.7% | -136.5% | -20.9% |
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