+146.1%
CAKE vs RBA
-2.0%
+148.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.1% | +2.6% | +4.3% |
| 7D | +9.1% | +12.7% | -3.5% | +7.1% |
| 30D | +5.8% | +15.5% | -9.7% | +3.4% |
| 3M | +9.3% | -14.0% | +23.4% | +13.0% |
| 6M | +96.1% | -8.8% | +104.9% | +97.2% |
| YTD | +131.4% | -6.9% | +138.4% | +126.1% |
| 1Y | +146.1% | -3.0% | +149.0% | +134.8% |
| All | +146.1% | -2.0% | +148.1% | +134.8% |
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