-3.7%
APA vs CAKE
+155.4%
-159.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.2% |
| 7D | +4.6% | -4.5% | +9.1% | +6.5% |
| 30D | +11.9% | -12.4% | +24.3% | +17.6% |
| 3M | +22.5% | +37.3% | -14.9% | +5.6% |
| 6M | +37.5% | +70.7% | -33.2% | +6.1% |
| YTD | +87.2% | +106.0% | -18.8% | +31.7% |
| 1Y | +101.4% | +79.7% | +21.8% | +49.5% |
| 3Y | +16.9% | +267.8% | -250.9% | -40.0% |
| 5Y | +178.4% | +159.9% | +18.6% | +56.1% |
| All | -3.7% | +155.4% | -159.1% | -59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling