+95.5%
ARES vs CAKE
+157.8%
-62.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.2% |
| 7D | -6.1% | -4.5% | -1.5% | -4.5% |
| 30D | -7.5% | -12.4% | +4.9% | -3.3% |
| 3M | +0.1% | +37.3% | -37.2% | -12.5% |
| 6M | +30.3% | +70.7% | -40.4% | +3.9% |
| YTD | -16.6% | +106.0% | -122.6% | -38.6% |
| 1Y | -26.1% | +79.7% | -105.8% | -42.8% |
| 3Y | +36.4% | +267.8% | -231.3% | -23.0% |
| All | +95.5% | +157.8% | -62.3% | +14.8% |
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