+171.6%
BKR vs CAKE
+157.8%
+13.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | -7.0% | -4.5% | -2.5% | -6.3% |
| 30D | -8.1% | -12.4% | +4.3% | -6.1% |
| 3M | -6.6% | +37.3% | -44.0% | -11.9% |
| 6M | +0.9% | +70.7% | -69.9% | -8.9% |
| YTD | +31.1% | +106.0% | -74.9% | +13.9% |
| 1Y | +27.7% | +79.7% | -51.9% | +13.6% |
| 3Y | +71.2% | +267.8% | -196.6% | +35.2% |
| All | +171.6% | +157.8% | +13.8% | +118.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling