+44.2%
KGC vs CAKE
+76.8%
-32.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -1.3% | -4.0% | +2.7% | -1.1% |
| 30D | +20.3% | +2.4% | +17.8% | +20.2% |
| 3M | +8.1% | +69.0% | -60.9% | +3.7% |
| 6M | -8.8% | +69.3% | -78.0% | -12.8% |
| YTD | +10.1% | +115.8% | -105.7% | +3.2% |
| 1Y | +44.2% | +79.3% | -35.1% | +26.9% |
| All | +44.2% | +76.8% | -32.6% | +26.9% |
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