+64.4%
IBIT vs CAKE
+218.6%
-154.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.2% |
| 7D | -3.2% | -4.5% | +1.3% | -2.0% |
| 30D | +22.0% | -12.4% | +34.4% | +26.2% |
| 3M | +21.4% | +37.3% | -15.9% | +9.0% |
| 6M | +9.2% | +70.7% | -61.5% | -9.2% |
| YTD | -11.8% | +106.0% | -117.8% | -31.7% |
| 1Y | -32.7% | +79.7% | -112.3% | -45.5% |
| All | +64.4% | +218.6% | -154.3% | +10.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling