+156.6%
CAKE vs AMBA
+2.6%
+154.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +8.4% | -11.7% | -5.0% |
| 7D | -4.6% | +2.5% | -7.0% | -5.2% |
| 30D | -6.6% | -16.1% | +9.6% | -3.5% |
| 3M | +52.9% | +4.6% | +48.3% | +47.7% |
| 6M | +65.7% | +29.2% | +36.6% | +50.0% |
| YTD | +107.8% | -2.9% | +110.7% | +98.2% |
| 1Y | +78.5% | -18.7% | +97.2% | +74.0% |
| 3Y | +266.4% | +14.9% | +251.5% | +211.5% |
| 5Y | +159.6% | -53.0% | +212.6% | +143.7% |
| 10Y | +156.6% | +8.3% | +148.3% | +71.3% |
| All | +156.6% | +2.6% | +154.0% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling