-4.3%
KGC vs CAKE
+147.7%
-152.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.7% | +2.8% | +7.0% |
| 7D | -6.8% | +9.1% | -15.9% | -7.5% |
| 30D | -9.2% | +5.8% | -15.0% | -9.5% |
| 3M | -9.1% | +9.3% | -18.4% | -9.7% |
| 6M | -25.7% | +96.1% | -121.8% | -32.3% |
| YTD | -23.6% | +131.4% | -155.1% | -33.4% |
| 1Y | -4.3% | +146.1% | -150.4% | -17.2% |
| All | -4.3% | +147.7% | -152.0% | -17.2% |
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