-35.9%
AXON vs CAKE
+74.6%
-110.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.2% |
| 7D | -11.0% | -5.6% | -5.4% | -10.8% |
| 30D | -24.7% | -10.5% | -14.2% | -24.4% |
| 3M | +7.0% | +43.6% | -36.6% | +3.9% |
| 6M | -9.6% | +63.0% | -72.7% | -14.4% |
| YTD | -15.7% | +102.9% | -118.6% | -23.8% |
| 1Y | -35.9% | +75.6% | -111.6% | -44.7% |
| All | -35.9% | +74.6% | -110.6% | -44.7% |
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