+271.0%
CAKE vs BAM
+50.2%
+220.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.3% |
| 7D | -4.6% | -3.9% | -0.6% | -2.9% |
| 30D | -6.6% | -8.8% | +2.2% | -3.0% |
| 3M | +52.9% | +2.2% | +50.7% | +50.2% |
| 6M | +65.7% | +5.9% | +59.8% | +59.8% |
| YTD | +107.8% | -6.1% | +113.9% | +110.7% |
| 1Y | +78.5% | -11.6% | +90.1% | +85.3% |
| All | +271.0% | +50.2% | +220.8% | +204.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling