+474.0%
KORU vs CAKE
+261.6%
+212.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.5% | +7.5% | +8.2% |
| 7D | -1.7% | -4.5% | +2.8% | +0.8% |
| 30D | +13.5% | -12.4% | +26.0% | +21.2% |
| 3M | -45.2% | +37.3% | -82.5% | -56.6% |
| 6M | +17.1% | +70.7% | -53.6% | -19.1% |
| YTD | +154.1% | +106.0% | +48.2% | +58.6% |
| 1Y | +375.7% | +79.7% | +296.0% | +216.7% |
| 3Y | +474.0% | +267.8% | +206.2% | +157.2% |
| All | +474.0% | +261.6% | +212.4% | +157.2% |
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