-28.1%
ARKK vs CAKE
+157.8%
-185.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.2% |
| 7D | -3.1% | -4.5% | +1.5% | -0.7% |
| 30D | +2.7% | -12.4% | +15.2% | +9.6% |
| 3M | +10.8% | +37.3% | -26.6% | -9.2% |
| 6M | +14.4% | +70.7% | -56.3% | -18.3% |
| YTD | +8.7% | +106.0% | -97.3% | -31.5% |
| 1Y | +6.7% | +79.7% | -72.9% | -27.5% |
| 3Y | +87.4% | +267.8% | -180.4% | -22.7% |
| All | -28.1% | +157.8% | -185.9% | -67.7% |
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