+179.6%
APTV vs CAKE
+385.9%
-206.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.0% | +3.5% |
| 7D | -1.8% | -5.6% | +3.8% | +0.1% |
| 30D | -7.9% | -10.5% | +2.6% | -4.6% |
| 3M | -29.9% | +43.6% | -73.6% | -38.9% |
| 6M | -36.6% | +63.0% | -99.6% | -47.5% |
| YTD | -40.0% | +102.9% | -142.8% | -54.2% |
| 1Y | -44.0% | +75.6% | -119.6% | -55.2% |
| 3Y | -54.5% | +257.7% | -312.2% | -72.3% |
| 5Y | -68.8% | +156.0% | -224.8% | -79.4% |
| 10Y | -16.9% | +150.5% | -167.5% | -53.0% |
| All | +179.6% | +385.9% | -206.3% | +12.5% |
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 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