+101.4%
APA vs CAKE
+78.0%
+23.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.5% |
| 7D | +4.6% | -4.5% | +9.1% | +4.3% |
| 30D | +11.9% | -12.4% | +24.3% | +11.3% |
| 3M | +22.5% | +37.3% | -14.9% | +25.7% |
| 6M | +37.5% | +70.7% | -33.2% | +45.5% |
| YTD | +87.2% | +106.0% | -18.8% | +91.9% |
| 1Y | +101.4% | +79.7% | +21.8% | +95.4% |
| All | +101.4% | +78.0% | +23.4% | +95.4% |
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 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