-27.1%
RKT vs CAKE
+378.0%
-405.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.6% |
| 7D | -6.3% | -4.5% | -1.7% | -4.6% |
| 30D | -6.2% | -12.4% | +6.2% | -1.9% |
| 3M | -1.9% | +37.3% | -39.2% | -14.5% |
| 6M | -13.0% | +70.7% | -83.7% | -30.7% |
| YTD | -31.9% | +106.0% | -137.9% | -49.8% |
| 1Y | -37.6% | +79.7% | -117.2% | -51.5% |
| 3Y | +36.8% | +267.8% | -231.0% | -21.7% |
| 5Y | -9.7% | +159.9% | -169.6% | -44.5% |
| All | -27.1% | +378.0% | -405.1% | -67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling