+659.2%
APA vs CAKE
+4,004.5%
-3,345.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -1.7% | -1.1% | -0.6% | -1.4% |
| 30D | +15.7% | +0.4% | +15.3% | +15.3% |
| 3M | +16.5% | +59.9% | -43.5% | +2.5% |
| 6M | +35.1% | +75.1% | -40.0% | +15.0% |
| YTD | +82.2% | +115.0% | -32.8% | +46.6% |
| 1Y | +102.5% | +81.6% | +20.9% | +69.5% |
| 3Y | +10.3% | +279.1% | -268.8% | -24.9% |
| 5Y | +166.1% | +170.6% | -4.5% | +90.9% |
| 10Y | -4.9% | +160.3% | -165.2% | -35.3% |
| All | +659.2% | +4,004.5% | -3,345.3% | +218.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling