+765.4%
CAKE vs BRKR
+172.5%
+592.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.6% |
| 7D | -4.5% | -8.7% | +4.1% | -3.0% |
| 30D | -12.4% | -9.9% | -2.6% | -11.0% |
| 3M | +37.3% | -3.1% | +40.4% | +36.5% |
| 6M | +70.7% | +45.5% | +25.2% | +56.8% |
| YTD | +106.0% | +13.7% | +92.3% | +97.1% |
| 1Y | +79.7% | +67.4% | +12.2% | +60.1% |
| 3Y | +267.8% | -13.2% | +281.0% | +258.3% |
| 5Y | +159.9% | -39.5% | +199.4% | +166.8% |
| 10Y | +154.3% | +153.5% | +0.9% | +110.7% |
| All | +765.4% | +172.5% | +592.9% | +500.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling