+362.4%
ROIV vs CAKE
+284.2%
+78.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | +9.5% | -4.7% | +14.2% | +10.4% |
| 30D | +21.0% | +0.9% | +20.1% | +20.7% |
| 3M | +18.7% | -2.7% | +21.5% | +18.9% |
| 6M | +44.5% | +81.2% | -36.6% | +25.5% |
| YTD | +92.9% | +120.6% | -27.7% | +59.9% |
| 1Y | +100.2% | +142.7% | -42.5% | +62.2% |
| All | +362.4% | +284.2% | +78.3% | +224.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling