+141.4%
CAKE vs AMBA
-35.5%
+176.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.3% | +2.8% |
| 7D | +2.5% | +2.7% | -0.2% | +2.5% |
| 30D | -3.1% | -2.2% | -0.9% | -3.0% |
| 3M | -2.2% | -26.6% | +24.4% | -1.8% |
| 6M | +94.1% | -26.8% | +120.8% | +94.2% |
| YTD | +119.4% | -15.1% | +134.6% | +116.0% |
| 1Y | +141.4% | -32.3% | +173.6% | +136.8% |
| All | +141.4% | -35.5% | +176.9% | +136.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling