+86.5%
ATI vs CAKE
+147.7%
-61.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -1.5% |
| 7D | +8.3% | +9.1% | -0.8% | +6.6% |
| 30D | -7.3% | +5.8% | -13.1% | -8.1% |
| 3M | -10.5% | +9.3% | -19.9% | -11.9% |
| 6M | +16.4% | +96.1% | -79.7% | -0.8% |
| YTD | +56.1% | +131.4% | -75.4% | +25.7% |
| 1Y | +86.5% | +146.1% | -59.6% | +46.9% |
| All | +86.5% | +147.7% | -61.2% | +46.9% |
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