-55.4%
APP vs CAKE
+147.7%
-203.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +10.4% |
| 7D | +4.5% | +9.1% | -4.6% | +4.1% |
| 30D | -3.6% | +5.8% | -9.5% | -3.8% |
| 3M | -35.3% | +9.3% | -44.6% | -35.7% |
| 6M | -42.8% | +96.1% | -138.9% | -48.5% |
| YTD | -59.7% | +131.4% | -191.1% | -61.2% |
| 1Y | -55.4% | +146.1% | -201.4% | -56.3% |
| All | -55.4% | +147.7% | -203.0% | -56.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling