+262.3%
CAKE vs IOVA
+36.1%
+226.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.1% | -2.2% |
| 7D | -5.6% | -6.4% | +0.8% | -5.2% |
| 30D | -10.5% | +25.4% | -35.9% | -12.0% |
| 3M | +43.6% | +115.3% | -71.7% | +35.4% |
| 6M | +63.0% | +56.5% | +6.5% | +56.2% |
| YTD | +102.9% | +198.2% | -95.3% | +84.6% |
| 1Y | +75.6% | +242.0% | -166.4% | +56.9% |
| All | +262.3% | +36.1% | +226.1% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 3y: compounded portfolio wealth divided by compounded IOVA 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…
3y analysis · Full analysis span regression · 6 months rolling