+619.5%
APP vs CAKE
+264.8%
+354.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.1% | -1.4% |
| 7D | -4.4% | -4.6% | +0.2% | -3.2% |
| 30D | -10.0% | -6.6% | -3.4% | -8.8% |
| 3M | -41.4% | +52.9% | -94.3% | -49.7% |
| 6M | -41.0% | +65.7% | -106.8% | -50.9% |
| YTD | -54.7% | +107.8% | -162.5% | -65.3% |
| 1Y | -45.3% | +78.5% | -123.8% | -55.8% |
| All | +619.5% | +264.8% | +354.7% | +297.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling