+1,082.3%
APH vs CAKE
+155.4%
+926.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.2% |
| 7D | +1.4% | -4.5% | +5.9% | +2.5% |
| 30D | -1.2% | -12.4% | +11.2% | +1.7% |
| 3M | +10.3% | +37.3% | -27.1% | +2.0% |
| 6M | +25.2% | +70.7% | -45.5% | +9.7% |
| YTD | +24.6% | +106.0% | -81.4% | +4.3% |
| 1Y | +41.4% | +79.7% | -38.2% | +21.6% |
| 3Y | +297.8% | +267.8% | +30.0% | +184.2% |
| 5Y | +366.0% | +159.9% | +206.1% | +248.2% |
| All | +1,082.3% | +155.4% | +926.9% | +648.6% |
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