+588.9%
RVMD vs CAKE
+157.8%
+431.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -3.0% | -4.5% | +1.6% | -1.6% |
| 30D | -0.7% | -12.4% | +11.7% | +3.0% |
| 3M | +36.5% | +37.3% | -0.8% | +21.6% |
| 6M | +104.6% | +70.7% | +33.9% | +68.2% |
| YTD | +155.8% | +106.0% | +49.8% | +96.3% |
| 1Y | +340.7% | +79.7% | +261.0% | +252.9% |
| 3Y | +519.9% | +267.8% | +252.2% | +261.2% |
| All | +588.9% | +157.8% | +431.1% | +330.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling