+483.7%
APLD vs CAKE
+226.1%
+257.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.6% |
| 7D | +16.6% | -1.1% | +17.6% | +17.2% |
| 30D | -3.1% | +0.4% | -3.5% | -4.2% |
| 3M | -30.9% | +59.9% | -90.8% | -50.7% |
| 6M | +12.6% | +75.1% | -62.5% | -25.4% |
| YTD | +15.5% | +115.0% | -99.6% | -34.7% |
| 1Y | +103.5% | +81.6% | +21.9% | +26.8% |
| 3Y | +446.5% | +279.1% | +167.4% | +87.2% |
| All | +483.7% | +226.1% | +257.6% | +56.5% |
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 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