+944.2%
KGC vs CAKE
+3,866.7%
-2,922.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.6% | +0.4% |
| 7D | -0.1% | -4.6% | +4.5% | 0.0% |
| 30D | +10.5% | -6.6% | +17.0% | +10.7% |
| 3M | +19.8% | +52.9% | -33.1% | +18.0% |
| 6M | -6.7% | +65.7% | -72.4% | -8.4% |
| YTD | +7.8% | +107.8% | -100.0% | +5.0% |
| 1Y | +35.7% | +78.5% | -42.8% | +32.8% |
| 3Y | +553.7% | +266.4% | +287.3% | +523.3% |
| 5Y | +461.7% | +159.6% | +302.1% | +437.5% |
| 10Y | +710.2% | +156.6% | +553.6% | +662.6% |
| All | +944.2% | +3,866.7% | -2,922.4% | +804.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling