+152.2%
CAKE vs KIM
+35.9%
+116.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.8% |
| 7D | -4.5% | -1.7% | -2.8% | -3.4% |
| 30D | -12.4% | -3.0% | -9.5% | -10.8% |
| 3M | +37.3% | -8.9% | +46.2% | +45.3% |
| 6M | +70.7% | +2.4% | +68.3% | +67.5% |
| YTD | +106.0% | +18.3% | +87.6% | +83.4% |
| 1Y | +79.7% | +8.2% | +71.5% | +69.8% |
| 3Y | +267.8% | +44.0% | +223.7% | +181.8% |
| All | +152.2% | +35.9% | +116.3% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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