+152.2%
CAKE vs IOVA
-62.2%
+214.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.7% | -4.1% | +1.1% |
| 7D | -4.5% | -2.2% | -2.4% | -4.4% |
| 30D | -12.4% | +27.6% | -40.0% | -14.4% |
| 3M | +37.3% | +117.2% | -79.8% | +27.1% |
| 6M | +70.7% | +77.7% | -7.0% | +59.5% |
| YTD | +106.0% | +215.0% | -109.0% | +81.1% |
| 1Y | +79.7% | +255.4% | -175.7% | +54.7% |
| 3Y | +267.8% | +42.6% | +225.2% | +212.4% |
| All | +152.2% | -62.2% | +214.4% | +135.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling