+22.5%
KORU vs CAKE
+147.7%
-125.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.7% | -10.0% | -6.8% |
| 7D | -24.3% | +9.1% | -33.4% | -26.8% |
| 30D | -54.2% | +5.8% | -60.0% | -55.3% |
| 3M | -45.4% | +9.3% | -54.8% | -48.1% |
| 6M | -66.5% | +96.1% | -162.6% | -81.5% |
| YTD | +14.9% | +131.4% | -116.5% | -40.0% |
| 1Y | +22.5% | +146.1% | -123.5% | -37.7% |
| All | +22.5% | +147.7% | -125.1% | -37.7% |
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 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