+391.7%
APP vs CAKE
+104.6%
+287.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.9% | +2.1% |
| 7D | +0.9% | -4.0% | +4.9% | +2.7% |
| 30D | -23.3% | +2.4% | -25.7% | -24.8% |
| 3M | -42.6% | +69.0% | -111.6% | -56.2% |
| 6M | -33.6% | +69.3% | -102.9% | -49.5% |
| YTD | -52.4% | +115.8% | -168.2% | -68.1% |
| 1Y | -35.9% | +79.3% | -115.2% | -53.2% |
| 3Y | +642.2% | +262.0% | +380.2% | +252.6% |
| 5Y | +311.1% | +165.7% | +145.4% | +102.3% |
| All | +391.7% | +104.6% | +287.0% | +146.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling