+228.1%
CAKE vs BAM
+67.8%
+160.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.4% |
| 7D | -4.6% | -3.9% | -0.6% | -3.1% |
| 30D | -6.6% | -8.8% | +2.2% | -3.4% |
| 3M | +52.9% | +2.2% | +50.7% | +50.6% |
| 6M | +65.7% | +5.9% | +59.8% | +60.6% |
| YTD | +107.8% | -6.1% | +113.9% | +110.4% |
| 1Y | +78.5% | -11.6% | +90.1% | +84.5% |
| 3Y | +266.4% | +51.7% | +214.7% | +210.0% |
| All | +228.1% | +67.8% | +160.3% | +164.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling