-50.1%
KVYO vs CAKE
+270.0%
-320.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +0.9% |
| 7D | -12.1% | -4.5% | -7.6% | -10.7% |
| 30D | -5.2% | -12.4% | +7.3% | -1.3% |
| 3M | +14.5% | +37.3% | -22.9% | +0.7% |
| 6M | -17.6% | +70.7% | -88.3% | -33.8% |
| YTD | -49.6% | +106.0% | -155.6% | -63.5% |
| 1Y | -48.6% | +79.7% | -128.2% | -60.3% |
| All | -50.1% | +270.0% | -320.1% | -76.5% |
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 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