+133.4%
KR vs CAKE
+155.4%
-22.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.6% |
| 7D | -0.2% | -4.5% | +4.4% | +0.1% |
| 30D | +5.1% | -12.4% | +17.5% | +5.9% |
| 3M | -8.2% | +37.3% | -45.5% | -10.0% |
| 6M | -18.0% | +70.7% | -88.7% | -20.9% |
| YTD | -4.8% | +106.0% | -110.8% | -9.5% |
| 1Y | -11.0% | +79.7% | -90.7% | -14.7% |
| 3Y | +37.7% | +267.8% | -230.1% | +24.1% |
| 5Y | +52.8% | +159.9% | -107.1% | +39.3% |
| All | +133.4% | +155.4% | -22.0% | +116.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling