+267.8%
CAKE vs AMP
+66.7%
+201.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.1% |
| 7D | -4.5% | -0.5% | -4.0% | -4.3% |
| 30D | -12.4% | -1.3% | -11.1% | -11.8% |
| 3M | +37.3% | +24.2% | +13.1% | +21.6% |
| 6M | +70.7% | +24.6% | +46.2% | +50.6% |
| YTD | +106.0% | +14.8% | +91.2% | +89.6% |
| 1Y | +79.7% | +12.8% | +66.9% | +66.8% |
| 3Y | +267.8% | +69.0% | +198.8% | +181.5% |
| All | +267.8% | +66.7% | +201.1% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling