+16.0%
AA vs POET
-21.9%
+37.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.1% | +6.9% | +3.2% |
| 7D | +0.9% | -16.4% | +17.4% | +2.6% |
| 30D | -6.4% | -37.5% | +31.1% | -2.3% |
| 3M | -13.0% | -43.1% | +30.1% | -8.6% |
| 6M | -34.6% | -31.4% | -3.3% | -35.7% |
| YTD | -23.0% | -22.9% | -0.1% | -35.0% |
| 1Y | +16.0% | -18.0% | +34.0% | -4.4% |
| All | +16.0% | -21.9% | +37.9% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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