+44.3%
AXON vs CAKE
+282.2%
-238.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +2.2% |
| 7D | +0.8% | +2.5% | -1.7% | +0.3% |
| 30D | -22.8% | -3.1% | -19.7% | -22.2% |
| 3M | -48.8% | -2.2% | -46.5% | -48.6% |
| 6M | -16.3% | +94.1% | -110.4% | -26.3% |
| YTD | -44.5% | +119.4% | -163.9% | -52.7% |
| 1Y | -43.4% | +141.4% | -184.8% | -52.9% |
| 3Y | +44.3% | +273.6% | -229.3% | +10.5% |
| All | +44.3% | +282.2% | -238.0% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling