+672.3%
AU vs CAKE
+155.4%
+516.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.5% |
| 7D | -4.3% | -4.5% | +0.3% | -4.1% |
| 30D | +7.3% | -12.4% | +19.7% | +7.8% |
| 3M | +26.3% | +37.3% | -11.0% | +24.7% |
| 6M | +1.8% | +70.7% | -69.0% | -0.4% |
| YTD | +26.8% | +106.0% | -79.2% | +23.3% |
| 1Y | +66.7% | +79.7% | -13.0% | +62.7% |
| 3Y | +579.1% | +267.8% | +311.3% | +546.7% |
| 5Y | +689.3% | +159.9% | +529.4% | +649.5% |
| All | +672.3% | +155.4% | +516.8% | +586.5% |
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