+1,090.2%
ATI vs CAKE
+155.4%
+934.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.7% |
| 7D | -5.6% | -4.5% | -1.1% | -3.8% |
| 30D | -13.7% | -12.4% | -1.3% | -9.2% |
| 3M | -0.4% | +37.3% | -37.7% | -14.3% |
| 6M | +26.2% | +70.7% | -44.5% | -1.6% |
| YTD | +73.2% | +106.0% | -32.8% | +23.9% |
| 1Y | +161.6% | +79.7% | +82.0% | +96.5% |
| 3Y | +346.2% | +267.8% | +78.4% | +136.1% |
| 5Y | +1,047.6% | +159.9% | +887.7% | +560.4% |
| All | +1,090.2% | +155.4% | +934.8% | +472.2% |
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