+166.3%
AXON vs CAKE
+152.3%
+14.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.6% |
| 7D | -11.0% | -5.6% | -5.4% | -9.5% |
| 30D | -24.7% | -10.5% | -14.2% | -22.6% |
| 3M | +7.0% | +43.6% | -36.6% | -5.1% |
| 6M | -9.6% | +63.0% | -72.7% | -23.4% |
| YTD | -15.7% | +102.9% | -118.6% | -34.0% |
| 1Y | -35.9% | +75.6% | -111.6% | -47.6% |
| 3Y | +123.0% | +257.7% | -134.7% | +34.8% |
| 5Y | +166.3% | +156.0% | +10.3% | +65.7% |
| All | +166.3% | +152.3% | +14.0% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling