+3,176.0%
APD vs CAKE
+4,088.6%
-912.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.4% |
| 7D | +3.8% | +2.5% | +1.4% | +3.3% |
| 30D | +8.2% | -3.1% | +11.3% | +8.7% |
| 3M | +4.3% | -2.2% | +6.5% | +4.4% |
| 6M | +4.7% | +94.1% | -89.4% | -8.9% |
| YTD | +31.5% | +119.4% | -87.9% | +11.0% |
| 1Y | +23.5% | +141.4% | -117.8% | +2.2% |
| 3Y | +29.1% | +273.6% | -244.5% | -4.0% |
| 5Y | +15.9% | +177.7% | -161.8% | -11.4% |
| 10Y | +191.9% | +131.9% | +60.1% | +106.8% |
| All | +3,176.0% | +4,088.6% | -912.6% | +1,293.9% |
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