-13.7%
KKR vs CAKE
+147.7%
-161.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.7% | +0.9% | +4.7% |
| 7D | +8.9% | +9.1% | -0.2% | +7.2% |
| 30D | +12.7% | +5.8% | +6.8% | +11.3% |
| 3M | -6.2% | +9.3% | -15.5% | -8.2% |
| 6M | -1.5% | +96.1% | -97.7% | -17.9% |
| YTD | -20.1% | +131.4% | -151.5% | -37.9% |
| 1Y | -13.7% | +146.1% | -159.8% | -35.4% |
| All | -13.7% | +147.7% | -161.4% | -35.4% |
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