+660.5%
KGC vs CAKE
+155.4%
+505.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | -5.6% | -4.5% | -1.1% | -5.4% |
| 30D | +6.1% | -12.4% | +18.6% | +7.0% |
| 3M | +17.3% | +37.3% | -20.0% | +14.9% |
| 6M | -10.3% | +70.7% | -81.0% | -13.4% |
| YTD | +3.9% | +106.0% | -102.1% | -0.9% |
| 1Y | +25.7% | +79.7% | -53.9% | +20.8% |
| 3Y | +526.0% | +267.8% | +258.2% | +472.3% |
| 5Y | +455.5% | +159.9% | +295.6% | +409.2% |
| All | +660.5% | +155.4% | +505.1% | +570.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling