+2.1%
AVTR vs CAKE
+151.8%
-149.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -1.1% | -4.5% | +3.5% | -0.1% |
| 30D | +6.3% | -12.4% | +18.8% | +9.2% |
| 3M | +53.3% | +37.3% | +16.0% | +43.4% |
| 6M | +78.6% | +70.7% | +7.9% | +59.3% |
| YTD | +29.2% | +106.0% | -76.8% | +10.6% |
| 1Y | +13.8% | +79.7% | -65.8% | +0.4% |
| 3Y | -27.4% | +267.8% | -295.2% | -44.3% |
| 5Y | -65.0% | +159.9% | -224.9% | -72.3% |
| All | +2.1% | +151.8% | -149.7% | -27.2% |
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 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