-43.3%
APP vs CAKE
+78.0%
-121.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +3.0% |
| 7D | +1.1% | -4.5% | +5.6% | +1.2% |
| 30D | +6.6% | -12.4% | +19.1% | +7.1% |
| 3M | -32.3% | +37.3% | -69.6% | -35.5% |
| 6M | -29.8% | +70.7% | -100.5% | -37.1% |
| YTD | -51.9% | +106.0% | -157.9% | -56.4% |
| 1Y | -43.3% | +79.7% | -122.9% | -44.2% |
| All | -43.3% | +78.0% | -121.3% | -44.2% |
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 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