-69.3%
APTV vs CAKE
+157.8%
-227.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -1.0% |
| 7D | -5.0% | -4.5% | -0.5% | -3.2% |
| 30D | -6.1% | -12.4% | +6.4% | -1.0% |
| 3M | -33.0% | +37.3% | -70.3% | -42.6% |
| 6M | -35.2% | +70.7% | -106.0% | -50.3% |
| YTD | -40.1% | +106.0% | -146.1% | -58.2% |
| 1Y | -45.6% | +79.7% | -125.3% | -59.7% |
| 3Y | -54.4% | +267.8% | -322.1% | -77.5% |
| All | -69.3% | +157.8% | -227.1% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling