+146.5%
ASX vs CAKE
+147.7%
-1.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.7% | -8.6% | -4.2% |
| 7D | -14.6% | +9.1% | -23.7% | -15.1% |
| 30D | -21.1% | +5.8% | -26.9% | -21.4% |
| 3M | -3.1% | +9.3% | -12.4% | -3.9% |
| 6M | +17.4% | +96.1% | -78.7% | +3.2% |
| YTD | +135.3% | +131.4% | +3.9% | +98.1% |
| 1Y | +146.5% | +146.1% | +0.4% | +103.3% |
| All | +146.5% | +147.7% | -1.2% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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