+170.6%
CAKE vs AMBA
-53.5%
+224.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.5% |
| 7D | -1.1% | -6.4% | +5.4% | +0.1% |
| 30D | +0.4% | -26.8% | +27.3% | +5.9% |
| 3M | +59.9% | -7.6% | +67.5% | +58.5% |
| 6M | +75.1% | +21.2% | +53.9% | +60.7% |
| YTD | +115.0% | -10.4% | +125.4% | +108.6% |
| 1Y | +81.6% | -24.4% | +106.0% | +79.6% |
| 3Y | +279.1% | +6.0% | +273.1% | +226.0% |
| 5Y | +170.6% | -53.9% | +224.5% | +143.6% |
| All | +170.6% | -53.5% | +224.1% | +143.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling