+124.1%
KEY vs CAKE
+264.8%
-140.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.9% |
| 7D | -0.3% | -4.6% | +4.2% | +1.3% |
| 30D | -3.3% | -6.6% | +3.3% | -1.2% |
| 3M | -0.7% | +52.9% | -53.6% | -16.9% |
| 6M | +12.5% | +65.7% | -53.2% | -9.4% |
| YTD | +8.4% | +107.8% | -99.4% | -21.4% |
| 1Y | +18.4% | +78.5% | -60.0% | -8.5% |
| All | +124.1% | +264.8% | -140.7% | +14.3% |
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 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