-28.1%
KVYO vs CAKE
+126.9%
-155.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.4% |
| 7D | +2.8% | -5.2% | +8.1% | +3.0% |
| 30D | +19.0% | -0.2% | +19.2% | +19.1% |
| 3M | +23.8% | -0.2% | +24.0% | +22.7% |
| 6M | +31.0% | +77.5% | -46.5% | +31.3% |
| YTD | -36.2% | +114.1% | -150.3% | -37.2% |
| 1Y | -28.1% | +131.6% | -159.7% | -32.3% |
| All | -28.1% | +126.9% | -155.0% | -32.3% |
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