+308.8%
RKLB vs CAKE
+157.8%
+151.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +0.8% |
| 7D | -2.0% | -4.5% | +2.5% | +0.4% |
| 30D | -22.4% | -12.4% | -10.0% | -17.4% |
| 3M | -45.2% | +37.3% | -82.5% | -55.3% |
| 6M | -12.5% | +70.7% | -83.2% | -37.4% |
| YTD | -9.8% | +106.0% | -115.7% | -42.4% |
| 1Y | +30.0% | +79.7% | -49.7% | -10.9% |
| 3Y | +942.2% | +267.8% | +674.4% | +370.6% |
| All | +308.8% | +157.8% | +151.0% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling