+158,974.8%
KLAC vs CAKE
+3,772.9%
+155,201.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.8% | -2.4% |
| 7D | +2.5% | -5.6% | +8.1% | +4.3% |
| 30D | -11.5% | -10.5% | -1.0% | -8.6% |
| 3M | -16.9% | +43.6% | -60.6% | -26.9% |
| 6M | +22.2% | +63.0% | -40.8% | +3.0% |
| YTD | +46.4% | +102.9% | -56.5% | +15.1% |
| 1Y | +91.0% | +75.6% | +15.4% | +56.3% |
| 3Y | +264.6% | +257.7% | +6.8% | +133.7% |
| 5Y | +430.6% | +156.0% | +274.6% | +264.8% |
| 10Y | +2,889.3% | +150.5% | +2,738.8% | +1,640.8% |
| All | +158,974.8% | +3,772.9% | +155,201.9% | +40,259.7% |
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