+133.1%
CAKE vs AMBA
+7.9%
+125.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.1% |
| 7D | -4.7% | +2.6% | -7.3% | -5.3% |
| 30D | +0.9% | -3.6% | +4.5% | +1.3% |
| 3M | -2.7% | -24.6% | +21.9% | +1.8% |
| 6M | +81.2% | -21.6% | +102.8% | +81.5% |
| YTD | +120.6% | -11.8% | +132.3% | +112.8% |
| 1Y | +142.7% | -33.2% | +175.9% | +146.7% |
| 3Y | +283.3% | +24.5% | +258.8% | +216.9% |
| 5Y | +178.1% | -67.7% | +245.8% | +182.4% |
| 10Y | +133.1% | +4.7% | +128.3% | +56.2% |
| All | +133.1% | +7.9% | +125.2% | +56.2% |
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