+131.6%
CAKE vs BRKR
+53.7%
+77.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.6% | -9.2% | -4.2% |
| 7D | -5.2% | +7.4% | -12.6% | -5.9% |
| 30D | -0.2% | +2.7% | -2.9% | -0.6% |
| 3M | -0.2% | +19.7% | -19.9% | -2.6% |
| 6M | +77.5% | +45.2% | +32.3% | +59.9% |
| YTD | +114.1% | +30.6% | +83.6% | +96.8% |
| 1Y | +131.6% | +56.6% | +75.0% | +91.8% |
| All | +131.6% | +53.7% | +77.9% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling