+35.7%
APH vs CAKE
+74.6%
-38.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.0% |
| 7D | -2.2% | -5.6% | +3.4% | -1.4% |
| 30D | -4.0% | -10.5% | +6.5% | -2.7% |
| 3M | +7.7% | +43.6% | -35.9% | +2.8% |
| 6M | +17.8% | +63.0% | -45.3% | +9.4% |
| YTD | +19.2% | +102.9% | -83.7% | +11.4% |
| 1Y | +35.7% | +75.6% | -39.9% | +25.0% |
| All | +35.7% | +74.6% | -38.9% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling