+382.3%
APP vs CAKE
+92.4%
+289.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +4.1% |
| 7D | +0.3% | -5.6% | +5.9% | +2.7% |
| 30D | -1.3% | -10.5% | +9.2% | +2.9% |
| 3M | -36.2% | +43.6% | -79.8% | -47.4% |
| 6M | -34.1% | +63.0% | -97.2% | -49.2% |
| YTD | -53.3% | +102.9% | -156.2% | -67.9% |
| 1Y | -44.5% | +75.6% | -120.2% | -59.3% |
| 3Y | +646.7% | +257.7% | +388.9% | +254.2% |
| 5Y | +306.4% | +156.0% | +150.4% | +104.8% |
| All | +382.3% | +92.4% | +289.9% | +148.2% |
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