-20.3%
KMB vs CAKE
+78.0%
-98.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.6% |
| 7D | -6.5% | -4.5% | -2.0% | -5.8% |
| 30D | -8.8% | -12.4% | +3.6% | -7.0% |
| 3M | -2.2% | +37.3% | -39.5% | -8.1% |
| 6M | +0.7% | +70.7% | -70.1% | -9.7% |
| YTD | +1.0% | +106.0% | -104.9% | -14.4% |
| 1Y | -20.3% | +79.7% | -100.0% | -29.8% |
| All | -20.3% | +78.0% | -98.3% | -29.8% |
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