+1,766.1%
APO vs CAKE
+362.3%
+1,403.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.7% | +0.5% |
| 7D | -1.0% | -4.6% | +3.6% | +0.5% |
| 30D | -0.4% | -6.6% | +6.2% | +1.6% |
| 3M | -0.9% | +52.9% | -53.8% | -14.9% |
| 6M | +22.1% | +65.7% | -43.6% | +1.6% |
| YTD | -8.4% | +107.8% | -116.2% | -29.6% |
| 1Y | -0.9% | +78.5% | -79.4% | -20.2% |
| 3Y | +56.1% | +266.4% | -210.2% | -2.8% |
| 5Y | +136.0% | +159.6% | -23.6% | +58.0% |
| 10Y | +949.3% | +156.6% | +792.7% | +466.8% |
| All | +1,766.1% | +362.3% | +1,403.8% | +674.4% |
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