-69.0%
AVAV vs CAKE
+147.7%
-216.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +4.7% | -13.0% | -8.8% |
| 7D | -10.1% | +9.1% | -19.2% | -11.0% |
| 30D | -18.7% | +5.8% | -24.5% | -19.4% |
| 3M | -33.0% | +9.3% | -42.3% | -33.8% |
| 6M | -37.2% | +96.1% | -133.3% | -47.1% |
| YTD | -53.2% | +131.4% | -184.6% | -63.4% |
| 1Y | -69.0% | +146.1% | -215.1% | -75.7% |
| All | -69.0% | +147.7% | -216.7% | -75.7% |
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 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