How is it possible for poor tube matching to affect SE amps? Simple. They aren't going to perform the same, and depending on the demands placed on them, you're bound to get more distortion, channel imbalance and other issues.
The Cary 805's are well-regarded, and you have every reason to like what they do in your system. But the measurements are nowhere near what a similarly-powered Williamson can offer, even with feedback applied:
https://www.stereophile.com/content/car ... asurementsFor contrast, look at my "Update on Williamson Amplifier" thread to compare the square wave responses:
viewtopic.php?f=4&t=1404&hilit=williamsonThe Heyboer versions of those amps price in at about $1200-1500 the pair--a very good price-to-performance ratio, IMO.
Now, most of us here agree that measurements aren't everything, so we don't need to get into that. But if you want to talk about distortion and bandwidth, SE amps simply can't compete with a good PP design. Having built many different SE amps over the years, I have found much more satisfaction with the Williamsons than any SE amp I've built. To me they have a very, very "natural" sound due to the low distortion and excellent bandwidth, with added depth and realism afforded by the PP topology.
Regarding the Cary 211s, well, the price of retubing alone is, what, $800 *minimum* and probably double that for quality tubes? The cost/benefit ratio is a little OOC there. And I can't find any measurements but I'll bet they're not spectacular. But again, the sound of a PP 845 amp can be pretty amazing, as memebers of this group well know.

I don't know which ARC amp you auditioned, but the ones I'm familiar with are neither Williamson-style not ultralinear. It's been a long time since I've heard one but my recollection is that I wasn't fond of it. I think that beyond a certain power level the "magic" of tubes startes to diminish significantly.