+354.4%
ARKK vs CAKE
+183.9%
+170.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.1% |
| 7D | -3.1% | -4.5% | +1.5% | -1.6% |
| 30D | +2.7% | -12.4% | +15.2% | +6.9% |
| 3M | +10.8% | +37.3% | -26.6% | -1.4% |
| 6M | +14.4% | +70.7% | -56.3% | -5.9% |
| YTD | +8.7% | +106.0% | -97.3% | -16.5% |
| 1Y | +6.7% | +79.7% | -72.9% | -14.5% |
| 3Y | +87.4% | +267.8% | -180.4% | +18.4% |
| 5Y | -29.5% | +159.9% | -189.4% | -51.8% |
| 10Y | +331.8% | +154.3% | +177.5% | +153.9% |
| All | +354.4% | +183.9% | +170.5% | +166.2% |
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 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