+229.3%
APLD vs CAKE
+232.7%
-3.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.7% | -8.5% | -7.3% |
| 7D | +2.7% | +2.5% | +0.2% | +1.4% |
| 30D | -21.4% | -3.1% | -18.4% | -20.6% |
| 3M | -47.8% | -2.2% | -45.6% | -48.1% |
| 6M | -64.9% | +94.1% | -158.9% | -78.4% |
| YTD | -34.9% | +119.4% | -154.3% | -64.0% |
| 1Y | -30.7% | +141.4% | -172.1% | -64.7% |
| 3Y | +305.3% | +273.6% | +31.8% | +39.6% |
| All | +229.3% | +232.7% | -3.5% | -13.7% |
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