+115.1%
NOK vs CAKE
+157.8%
-42.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.5% | +3.3% | +4.5% |
| 7D | +11.0% | -4.5% | +15.5% | +11.9% |
| 30D | +7.8% | -12.4% | +20.3% | +10.4% |
| 3M | -21.0% | +37.3% | -58.3% | -26.4% |
| 6M | +40.9% | +70.7% | -29.8% | +24.3% |
| YTD | +72.0% | +106.0% | -34.0% | +44.7% |
| 1Y | +140.9% | +79.7% | +61.3% | +108.6% |
| 3Y | +194.3% | +267.8% | -73.5% | +104.1% |
| All | +115.1% | +157.8% | -42.7% | +53.0% |
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