+514.9%
MKSI vs CAKE
+155.4%
+359.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.6% |
| 7D | +2.7% | -4.5% | +7.2% | +4.3% |
| 30D | -12.8% | -12.4% | -0.4% | -8.9% |
| 3M | -22.5% | +37.3% | -59.9% | -32.2% |
| 6M | +19.4% | +70.7% | -51.3% | -3.9% |
| YTD | +67.7% | +106.0% | -38.3% | +25.7% |
| 1Y | +131.4% | +79.7% | +51.8% | +81.3% |
| 3Y | +197.3% | +267.8% | -70.4% | +80.0% |
| 5Y | +87.0% | +159.9% | -72.9% | +22.6% |
| All | +514.9% | +155.4% | +359.5% | +222.1% |
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