-6.9%
ARES vs CAKE
+147.7%
-154.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.7% | +1.5% | +5.3% |
| 7D | +10.5% | +9.1% | +1.4% | +9.0% |
| 30D | +16.8% | +5.8% | +11.0% | +15.6% |
| 3M | -3.2% | +9.3% | -12.6% | -5.2% |
| 6M | +16.4% | +96.1% | -79.7% | -1.5% |
| YTD | -12.4% | +131.4% | -143.8% | -29.8% |
| 1Y | -6.9% | +146.1% | -152.9% | -27.2% |
| All | -6.9% | +147.7% | -154.5% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling