-1.9%
KWEB vs CAKE
+261.6%
-263.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.9% | +0.4% |
| 7D | -5.6% | -4.5% | -1.0% | -4.9% |
| 30D | -10.7% | -12.4% | +1.8% | -9.0% |
| 3M | -7.4% | +37.3% | -44.8% | -12.0% |
| 6M | -19.3% | +70.7% | -90.0% | -26.3% |
| YTD | -27.8% | +106.0% | -133.7% | -36.2% |
| 1Y | -35.9% | +79.7% | -115.6% | -42.2% |
| 3Y | -1.9% | +267.8% | -269.7% | -23.3% |
| All | -1.9% | +261.6% | -263.5% | -23.3% |
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 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