+35.4%
ARES vs CAKE
+256.2%
-220.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.1% |
| 7D | -7.7% | -5.6% | -2.1% | -6.0% |
| 30D | -8.7% | -10.5% | +1.8% | -5.9% |
| 3M | +2.8% | +43.6% | -40.8% | -10.2% |
| 6M | +23.1% | +63.0% | -40.0% | +2.1% |
| YTD | -17.3% | +102.9% | -120.1% | -37.1% |
| 1Y | -24.3% | +75.6% | -99.9% | -39.4% |
| All | +35.4% | +256.2% | -220.8% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling