+930.0%
APH vs CAKE
+131.7%
+798.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.5% | -2.4% |
| 7D | +4.9% | +2.5% | +2.4% | +4.3% |
| 30D | -5.4% | -3.1% | -2.3% | -4.9% |
| 3M | -5.5% | -2.2% | -3.2% | -5.4% |
| 6M | +25.9% | +94.1% | -68.1% | +6.8% |
| YTD | +16.4% | +119.4% | -103.1% | -4.6% |
| 1Y | +16.5% | +141.4% | -124.9% | -6.7% |
| 3Y | +270.9% | +273.6% | -2.7% | +162.7% |
| 5Y | +289.5% | +177.7% | +111.8% | +185.7% |
| All | +930.0% | +131.7% | +798.3% | +538.1% |
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