+285.2%
APH vs CAKE
+173.4%
+111.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.5% | -2.4% |
| 7D | +4.9% | +2.5% | +2.4% | +4.2% |
| 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% | +4.8% |
| YTD | +16.4% | +119.4% | -103.1% | -6.8% |
| 1Y | +16.5% | +141.4% | -124.9% | -9.2% |
| 3Y | +270.9% | +273.6% | -2.7% | +149.6% |
| All | +285.2% | +173.4% | +111.8% | +167.2% |
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