+197.3%
ROIV vs CAKE
+74.6%
+122.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -2.0% |
| 7D | +19.0% | -5.6% | +24.6% | +19.2% |
| 30D | +16.1% | -10.5% | +26.7% | +16.7% |
| 3M | +44.1% | +43.6% | +0.5% | +36.7% |
| 6M | +37.8% | +63.0% | -25.2% | +27.7% |
| YTD | +88.7% | +102.9% | -14.2% | +75.7% |
| 1Y | +197.3% | +75.6% | +121.7% | +180.0% |
| All | +197.3% | +74.6% | +122.7% | +180.0% |
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 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