+225.7%
VIK vs CAKE
+215.4%
+10.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.6% |
| 7D | -0.9% | -4.5% | +3.6% | +1.0% |
| 30D | -18.4% | -12.4% | -6.0% | -14.0% |
| 3M | -8.8% | +37.3% | -46.1% | -22.5% |
| 6M | +17.1% | +70.7% | -53.6% | -11.0% |
| YTD | +19.0% | +106.0% | -86.9% | -17.6% |
| 1Y | +30.1% | +79.7% | -49.5% | -4.1% |
| All | +225.7% | +215.4% | +10.4% | +90.4% |
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