+151.5%
CAKE vs ARMK
+146.1%
+5.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.2% | -1.6% | -0.1% |
| 7D | -4.5% | +3.1% | -7.7% | -6.1% |
| 30D | -12.4% | -2.8% | -9.6% | -11.1% |
| 3M | +37.3% | +7.6% | +29.8% | +31.6% |
| 6M | +70.7% | +47.9% | +22.8% | +36.9% |
| YTD | +106.0% | +60.0% | +46.0% | +57.8% |
| 1Y | +79.7% | +52.2% | +27.4% | +41.1% |
| 3Y | +267.8% | +131.4% | +136.4% | +123.9% |
| 5Y | +159.9% | +163.2% | -3.3% | +48.1% |
| All | +151.5% | +146.1% | +5.4% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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