+535.9%
RKLB vs CAKE
+217.7%
+318.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.8% |
| 7D | -2.9% | -5.6% | +2.7% | -0.5% |
| 30D | -22.6% | -10.5% | -12.0% | -19.2% |
| 3M | -41.0% | +43.6% | -84.7% | -50.9% |
| 6M | -10.1% | +63.0% | -73.2% | -29.9% |
| YTD | -11.2% | +102.9% | -114.1% | -37.5% |
| 1Y | +34.2% | +75.6% | -41.4% | +0.2% |
| 3Y | +899.4% | +257.7% | +641.6% | +453.1% |
| 5Y | +231.5% | +156.0% | +75.5% | +89.7% |
| All | +535.9% | +217.7% | +318.2% | +282.8% |
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