+1,636.4%
KKR vs CAKE
+423.8%
+1,212.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -6.2% | -4.5% | -1.6% | -4.7% |
| 30D | -8.9% | -12.4% | +3.6% | -4.9% |
| 3M | +6.3% | +37.3% | -31.1% | -5.9% |
| 6M | +16.5% | +70.7% | -54.3% | -5.1% |
| YTD | -20.3% | +106.0% | -126.2% | -39.4% |
| 1Y | -29.8% | +79.7% | -109.4% | -44.2% |
| 3Y | +63.2% | +267.8% | -204.6% | -0.3% |
| 5Y | +68.0% | +159.9% | -91.9% | +10.9% |
| 10Y | +704.3% | +154.3% | +549.9% | +339.5% |
| All | +1,636.4% | +423.8% | +1,212.6% | +525.9% |
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 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