+38.8%
KEY vs CAKE
+163.4%
-124.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +1.0% |
| 7D | -0.3% | -4.6% | +4.2% | +1.4% |
| 30D | -3.3% | -6.6% | +3.3% | -1.1% |
| 3M | -0.7% | +52.9% | -53.6% | -17.0% |
| 6M | +12.5% | +65.7% | -53.2% | -9.5% |
| YTD | +8.4% | +107.8% | -99.4% | -20.9% |
| 1Y | +18.4% | +78.5% | -60.0% | -8.4% |
| 3Y | +123.3% | +266.4% | -143.0% | +25.6% |
| 5Y | +38.8% | +159.6% | -120.8% | -15.7% |
| All | +38.8% | +163.4% | -124.6% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling