+262.3%
CAKE vs ARMK
+120.6%
+141.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -5.6% | -0.9% | -4.7% | -5.3% |
| 30D | -10.5% | -5.9% | -4.6% | -8.3% |
| 3M | +43.6% | +6.7% | +36.9% | +39.6% |
| 6M | +63.0% | +42.5% | +20.5% | +39.1% |
| YTD | +102.9% | +55.1% | +47.8% | +66.3% |
| 1Y | +75.6% | +50.3% | +25.3% | +45.8% |
| All | +262.3% | +120.6% | +141.7% | +146.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling