+431.5%
APLD vs CAKE
+207.7%
+223.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -3.6% |
| 7D | -0.5% | -5.6% | +5.1% | +2.9% |
| 30D | -13.2% | -10.5% | -2.6% | -8.1% |
| 3M | -33.8% | +43.6% | -77.4% | -49.3% |
| 6M | -5.9% | +63.0% | -69.0% | -35.0% |
| YTD | +5.1% | +102.9% | -97.8% | -38.4% |
| 1Y | +51.8% | +75.6% | -23.8% | -3.8% |
| 3Y | +397.7% | +257.7% | +140.0% | +76.4% |
| All | +431.5% | +207.7% | +223.9% | +47.5% |
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