+354.9%
APH vs CAKE
+172.6%
+182.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.2% | -1.1% | +1.3% | +0.5% |
| 30D | -3.3% | +0.4% | -3.8% | -3.6% |
| 3M | +14.0% | +59.9% | -45.9% | +0.5% |
| 6M | +24.4% | +75.1% | -50.6% | +6.8% |
| YTD | +21.4% | +115.0% | -93.6% | -1.6% |
| 1Y | +48.9% | +81.6% | -32.7% | +25.6% |
| 3Y | +290.1% | +279.1% | +11.0% | +163.2% |
| All | +354.9% | +172.6% | +182.3% | +219.2% |
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