-10.4%
RKT vs CAKE
+147.7%
-158.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.7% | +4.0% | +7.2% |
| 7D | +29.7% | +9.1% | +20.6% | +26.4% |
| 30D | +28.5% | +5.8% | +22.7% | +26.2% |
| 3M | +6.4% | +9.3% | -2.9% | +2.1% |
| 6M | +7.1% | +96.1% | -89.0% | -21.6% |
| YTD | -22.5% | +131.4% | -153.9% | -49.5% |
| 1Y | -10.4% | +146.1% | -156.5% | -45.2% |
| All | -10.4% | +147.7% | -158.1% | -45.2% |
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