+963.7%
ASX vs CAKE
+151.6%
+812.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -2.8% |
| 7D | +6.5% | -5.6% | +12.1% | +7.8% |
| 30D | +3.1% | -10.5% | +13.7% | +5.3% |
| 3M | +17.4% | +43.6% | -26.3% | +7.6% |
| 6M | +85.4% | +63.0% | +22.4% | +64.7% |
| YTD | +150.1% | +102.9% | +47.2% | +111.4% |
| 1Y | +256.3% | +75.6% | +180.7% | +209.3% |
| 3Y | +446.9% | +257.7% | +189.1% | +301.8% |
| 5Y | +447.1% | +156.0% | +291.1% | +317.2% |
| All | +963.7% | +151.6% | +812.1% | +599.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling