+220.3%
CAKE vs BAM
+66.1%
+154.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | -5.6% | -6.1% | +0.4% | -3.3% |
| 30D | -10.5% | -13.8% | +3.3% | -5.4% |
| 3M | +43.6% | +4.4% | +39.3% | +40.3% |
| 6M | +63.0% | +6.4% | +56.6% | +57.6% |
| YTD | +102.9% | -7.1% | +109.9% | +106.2% |
| 1Y | +75.6% | -11.8% | +87.4% | +81.6% |
| 3Y | +257.7% | +50.2% | +207.6% | +203.9% |
| All | +220.3% | +66.1% | +154.2% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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