+185.4%
ARM vs CAKE
+286.5%
-101.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -1.9% |
| 7D | -10.4% | -1.0% | -9.4% | -9.9% |
| 30D | -31.8% | +0.6% | -32.4% | -32.2% |
| 3M | -32.2% | -1.6% | -30.6% | -32.5% |
| 6M | -14.9% | +78.3% | -93.2% | -38.9% |
| YTD | +66.0% | +118.8% | -52.8% | +4.1% |
| 1Y | +17.2% | +140.3% | -123.1% | -31.2% |
| 3Y | +247.2% | +280.3% | -33.0% | +41.8% |
| All | +185.4% | +286.5% | -101.1% | +14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling