+503.8%
APP vs CAKE
+102.5%
+401.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.4% | -1.5% |
| 7D | +10.6% | -3.8% | +14.4% | +12.2% |
| 30D | +44.6% | -5.2% | +49.8% | +46.8% |
| 3M | +29.6% | -9.2% | +38.8% | +33.0% |
| 6M | -19.8% | +76.6% | -96.4% | -40.7% |
| YTD | -41.6% | +113.6% | -155.2% | -61.1% |
| 1Y | -32.7% | +134.3% | -167.0% | -57.3% |
| 3Y | +799.0% | +271.2% | +527.8% | +317.8% |
| 5Y | +250.4% | +170.3% | +80.1% | +70.8% |
| All | +503.8% | +102.5% | +401.3% | +200.8% |
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