+24.3%
APD vs CAKE
+152.3%
-128.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.2% |
| 7D | -3.5% | -5.6% | +2.1% | -2.6% |
| 30D | -5.1% | -10.5% | +5.5% | -3.4% |
| 3M | +6.9% | +43.6% | -36.8% | +0.2% |
| 6M | +8.1% | +63.0% | -55.0% | -1.2% |
| YTD | +21.2% | +102.9% | -81.6% | +6.1% |
| 1Y | +4.9% | +75.6% | -70.8% | -5.9% |
| 3Y | +6.3% | +257.7% | -251.4% | -17.9% |
| 5Y | +24.3% | +156.0% | -131.7% | -2.7% |
| All | +24.3% | +152.3% | -128.0% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling