+78.5%
CAKE vs AMBA
-17.3%
+95.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +8.4% | -11.7% | -3.5% |
| 7D | -4.6% | +2.5% | -7.0% | -4.6% |
| 30D | -6.6% | -16.1% | +9.6% | -6.2% |
| 3M | +52.9% | +4.6% | +48.3% | +52.2% |
| 6M | +65.7% | +29.2% | +36.6% | +59.4% |
| YTD | +107.8% | -2.9% | +110.7% | +103.7% |
| 1Y | +78.5% | -18.7% | +97.2% | +72.8% |
| All | +78.5% | -17.3% | +95.8% | +72.8% |
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