-1.4%
RMD vs CAKE
+147.7%
-149.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.7% | +1.2% | +4.9% |
| 7D | -3.9% | +9.1% | -13.0% | -5.6% |
| 30D | +7.9% | +5.8% | +2.1% | +6.5% |
| 3M | +8.1% | +9.3% | -1.2% | +5.5% |
| 6M | +15.5% | +96.1% | -80.6% | -4.5% |
| YTD | +0.7% | +131.4% | -130.8% | -20.5% |
| 1Y | -1.4% | +146.1% | -147.4% | -23.7% |
| All | -1.4% | +147.7% | -149.0% | -23.7% |
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