+311.3%
ARM vs CAKE
+279.9%
+31.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.1% | +3.9% |
| 7D | +11.4% | -1.1% | +12.4% | +11.9% |
| 30D | -7.4% | +0.4% | -7.9% | -8.3% |
| 3M | -24.5% | +59.9% | -84.4% | -41.9% |
| 6M | +128.7% | +75.1% | +53.6% | +65.5% |
| YTD | +139.3% | +115.0% | +24.2% | +52.1% |
| 1Y | +88.0% | +81.6% | +6.3% | +31.9% |
| All | +311.3% | +279.9% | +31.4% | +67.8% |
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