-12.8%
KMB vs CAKE
+264.8%
-277.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.8% | -3.9% |
| 7D | -8.6% | -4.6% | -4.0% | -8.3% |
| 30D | -7.5% | -6.6% | -1.0% | -7.1% |
| 3M | -0.6% | +52.9% | -53.5% | -3.8% |
| 6M | -1.5% | +65.7% | -67.3% | -5.3% |
| YTD | +1.6% | +107.8% | -106.2% | -3.6% |
| 1Y | -20.8% | +78.5% | -99.3% | -24.6% |
| All | -12.8% | +264.8% | -277.6% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling