+119.7%
OKTA vs CAKE
+147.7%
-28.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | +1.3% |
| 7D | -14.2% | +9.1% | -23.3% | -13.2% |
| 30D | -12.5% | +5.8% | -18.3% | -11.8% |
| 3M | +29.2% | +9.3% | +19.9% | +29.4% |
| 6M | +147.3% | +96.1% | +51.2% | +147.7% |
| YTD | +120.9% | +131.4% | -10.5% | +112.3% |
| 1Y | +119.7% | +146.1% | -26.4% | +106.3% |
| All | +119.7% | +147.7% | -28.0% | +106.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling