-25.7%
RKT vs CAKE
+382.3%
-408.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.5% |
| 7D | -1.0% | -4.6% | +3.6% | +0.8% |
| 30D | -2.4% | -6.6% | +4.2% | -0.4% |
| 3M | +1.9% | +52.9% | -51.0% | -14.9% |
| 6M | -13.9% | +65.7% | -79.6% | -30.5% |
| YTD | -30.6% | +107.8% | -138.4% | -49.0% |
| 1Y | -34.4% | +78.5% | -112.8% | -48.9% |
| 3Y | +38.2% | +266.4% | -228.2% | -20.8% |
| 5Y | -9.7% | +159.6% | -169.3% | -44.5% |
| All | -25.7% | +382.3% | -408.0% | -67.1% |
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