+1,150.8%
ARES vs CAKE
+201.4%
+949.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | -0.3% | -1.1% | +0.7% | -0.1% |
| 30D | +1.3% | +0.4% | +0.9% | +0.9% |
| 3M | +10.4% | +59.9% | -49.6% | -4.0% |
| 6M | +29.0% | +75.1% | -46.1% | +9.0% |
| YTD | -12.2% | +115.0% | -127.2% | -30.1% |
| 1Y | -18.4% | +81.6% | -100.1% | -32.2% |
| 3Y | +43.2% | +279.1% | -235.9% | -3.8% |
| 5Y | +102.6% | +170.6% | -68.0% | +43.8% |
| 10Y | +1,029.6% | +160.3% | +869.3% | +559.2% |
| All | +1,150.8% | +201.4% | +949.5% | +622.3% |
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 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