+161.6%
KEY vs CAKE
+151.6%
+10.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +1.0% |
| 7D | -1.8% | -5.6% | +3.9% | +0.5% |
| 30D | -3.3% | -10.5% | +7.2% | +0.8% |
| 3M | -0.2% | +43.6% | -43.8% | -15.2% |
| 6M | +12.1% | +63.0% | -50.9% | -10.3% |
| YTD | +8.4% | +102.9% | -94.5% | -21.3% |
| 1Y | +17.6% | +75.6% | -58.0% | -9.6% |
| 3Y | +123.3% | +257.7% | -134.4% | +23.9% |
| 5Y | +39.5% | +156.0% | -116.5% | -15.4% |
| All | +161.6% | +151.6% | +10.0% | +27.3% |
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