+66.3%
IBIT vs CAKE
+221.4%
-155.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +0.7% |
| 7D | +1.1% | -4.6% | +5.7% | +2.4% |
| 30D | +22.2% | -6.6% | +28.8% | +24.2% |
| 3M | +26.0% | +52.9% | -26.9% | +9.2% |
| 6M | +13.2% | +65.7% | -52.6% | -5.0% |
| YTD | -10.8% | +107.8% | -118.6% | -31.1% |
| 1Y | -29.9% | +78.5% | -108.4% | -43.1% |
| All | +66.3% | +221.4% | -155.1% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling