-20.7%
IBIT vs CAKE
+147.7%
-168.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | +2.2% |
| 7D | -1.8% | +9.1% | -10.9% | -3.1% |
| 30D | -6.7% | +5.8% | -12.5% | -7.5% |
| 3M | +24.6% | +9.3% | +15.2% | +22.1% |
| 6M | -0.2% | +96.1% | -96.3% | -13.7% |
| YTD | -8.7% | +131.4% | -140.1% | -24.8% |
| 1Y | -20.7% | +146.1% | -166.8% | -36.2% |
| All | -20.7% | +147.7% | -168.4% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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