+79.3%
CAKE vs RBA
-26.5%
+105.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | 0.0% | +0.3% |
| 7D | -4.0% | -2.9% | -1.1% | -3.5% |
| 30D | +2.4% | -12.3% | +14.7% | +5.1% |
| 3M | +69.0% | -20.5% | +89.5% | +74.9% |
| 6M | +69.3% | -18.5% | +87.8% | +73.4% |
| YTD | +115.8% | -18.2% | +134.0% | +117.8% |
| 1Y | +79.3% | -27.5% | +106.8% | +76.3% |
| All | +79.3% | -26.5% | +105.9% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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