+219.1%
CAKE vs AHR
+356.1%
-137.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | -4.5% | -2.1% | -2.5% | -4.3% |
| 30D | -12.4% | +1.9% | -14.3% | -12.7% |
| 3M | +37.3% | +15.7% | +21.7% | +33.9% |
| 6M | +70.7% | +2.5% | +68.2% | +69.6% |
| YTD | +106.0% | +15.0% | +91.0% | +100.1% |
| 1Y | +79.7% | +28.1% | +51.5% | +70.1% |
| All | +219.1% | +356.1% | -137.0% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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