-36.6%
APTV vs CAKE
+63.9%
-100.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.0% | +2.9% |
| 7D | -1.8% | -5.6% | +3.8% | -1.2% |
| 30D | -7.9% | -10.5% | +2.6% | -7.1% |
| 3M | -29.9% | +43.6% | -73.6% | -34.1% |
| 6M | -36.6% | +63.0% | -99.6% | -42.2% |
| All | -36.6% | +63.9% | -100.5% | -42.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling