+39,814.5%
RMD vs CAKE
+2,803.9%
+37,010.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | -4.5% | -1.1% | -3.4% | -4.3% |
| 30D | +4.6% | +0.4% | +4.2% | +4.4% |
| 3M | +14.8% | +59.9% | -45.1% | +5.6% |
| 6M | -12.1% | +75.1% | -87.1% | -20.6% |
| YTD | -7.5% | +115.0% | -122.5% | -19.3% |
| 1Y | -20.1% | +81.6% | -101.7% | -28.4% |
| 3Y | +53.9% | +279.1% | -225.2% | +19.7% |
| 5Y | -22.2% | +170.6% | -192.8% | -37.7% |
| 10Y | +268.2% | +160.3% | +107.9% | +166.8% |
| All | +39,814.5% | +2,803.9% | +37,010.7% | +18,979.2% |
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 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