+1,117.0%
ATI vs CAKE
+1,480.6%
-363.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +1.1% |
| 7D | +2.4% | -4.6% | +7.0% | +4.5% |
| 30D | -9.5% | -6.6% | -2.9% | -7.1% |
| 3M | +10.4% | +52.9% | -42.5% | -10.5% |
| 6M | +31.8% | +65.7% | -33.9% | +2.4% |
| YTD | +80.0% | +107.8% | -27.8% | +25.5% |
| 1Y | +175.8% | +78.5% | +97.3% | +103.8% |
| 3Y | +364.2% | +266.4% | +97.9% | +137.4% |
| 5Y | +1,076.9% | +159.6% | +917.2% | +552.1% |
| 10Y | +1,178.1% | +156.6% | +1,021.5% | +513.5% |
| All | +1,117.0% | +1,480.6% | -363.6% | +182.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling