+171,667.0%
APH vs CAKE
+4,018.7%
+167,648.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +5.0% | -4.0% | +9.0% | +5.9% |
| 30D | -3.9% | +2.4% | -6.3% | -4.6% |
| 3M | +13.0% | +69.0% | -56.0% | -0.3% |
| 6M | +25.2% | +69.3% | -44.1% | +10.2% |
| YTD | +22.9% | +115.8% | -92.8% | +2.1% |
| 1Y | +47.8% | +79.3% | -31.5% | +27.5% |
| 3Y | +283.0% | +262.0% | +21.0% | +176.5% |
| 5Y | +349.7% | +165.7% | +184.0% | +237.4% |
| 10Y | +1,061.2% | +158.9% | +902.3% | +678.5% |
| All | +171,667.0% | +4,018.7% | +167,648.4% | +71,825.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling