+603.6%
RVMD vs CAKE
+187.6%
+416.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.5% |
| 7D | -3.6% | -5.6% | +2.1% | -2.1% |
| 30D | -1.1% | -10.5% | +9.5% | +1.5% |
| 3M | +41.0% | +43.6% | -2.6% | +26.8% |
| 6M | +105.7% | +63.0% | +42.6% | +77.9% |
| YTD | +155.3% | +102.9% | +52.4% | +107.6% |
| 1Y | +402.7% | +75.6% | +327.1% | +323.1% |
| 3Y | +533.1% | +257.7% | +275.4% | +328.4% |
| 5Y | +583.5% | +156.0% | +427.5% | +387.9% |
| All | +603.6% | +187.6% | +416.1% | +362.8% |
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