+476.3%
ASX vs CAKE
+264.8%
+211.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.3% |
| 7D | +11.1% | -4.6% | +15.7% | +12.2% |
| 30D | +9.6% | -6.6% | +16.2% | +11.0% |
| 3M | +18.6% | +52.9% | -34.3% | +5.1% |
| 6M | +92.1% | +65.7% | +26.4% | +65.5% |
| YTD | +158.5% | +107.8% | +50.7% | +108.4% |
| 1Y | +271.9% | +78.5% | +193.4% | +212.2% |
| All | +476.3% | +264.8% | +211.4% | +277.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling