+79.7%
CAKE vs ARMK
+54.5%
+25.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.2% | -1.6% | +0.6% |
| 7D | -4.5% | +3.1% | -7.7% | -5.4% |
| 30D | -12.4% | -2.8% | -9.6% | -11.7% |
| 3M | +37.3% | +7.6% | +29.8% | +34.3% |
| 6M | +70.7% | +47.9% | +22.8% | +48.4% |
| YTD | +106.0% | +60.0% | +46.0% | +72.4% |
| 1Y | +79.7% | +52.2% | +27.4% | +53.4% |
| All | +79.7% | +54.5% | +25.1% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling