+96.0%
KEYS vs CAKE
+76.8%
+19.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +2.3% | -4.0% | +6.3% | +2.7% |
| 30D | -2.6% | +2.4% | -5.1% | -2.9% |
| 3M | -4.6% | +69.0% | -73.6% | -12.4% |
| 6M | +8.7% | +69.3% | -60.5% | -0.5% |
| YTD | +61.0% | +115.8% | -54.7% | +39.0% |
| 1Y | +96.0% | +79.3% | +16.6% | +67.9% |
| All | +96.0% | +76.8% | +19.2% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling