+64.5%
RBRK vs CAKE
+145.1%
-80.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | +2.6% |
| 7D | -12.5% | +9.1% | -21.6% | -11.6% |
| 30D | -3.0% | +5.8% | -8.8% | -2.3% |
| 3M | +46.9% | +9.3% | +37.6% | +47.6% |
| 6M | +105.4% | +96.1% | +9.3% | +121.5% |
| YTD | +55.6% | +131.4% | -75.9% | +79.1% |
| All | +64.5% | +145.1% | -80.7% | +96.0% |
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