+54.2%
RGTI vs CAKE
+99.4%
-45.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | 0.0% |
| 7D | +0.5% | -4.5% | +5.0% | +2.7% |
| 30D | -17.1% | -12.4% | -4.7% | -11.9% |
| 3M | -26.0% | +37.3% | -63.3% | -38.4% |
| 6M | -9.9% | +70.7% | -80.6% | -33.8% |
| YTD | -31.1% | +106.0% | -137.0% | -54.6% |
| 1Y | -8.5% | +79.7% | -88.2% | -35.8% |
| 3Y | +652.2% | +267.8% | +384.4% | +291.7% |
| 5Y | +56.8% | +159.9% | -103.1% | -17.1% |
| All | +54.2% | +99.4% | -45.1% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling