+432.0%
AAL vs POET
-20.0%
+452.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +4.0% | +0.3% |
| 7D | -1.3% | +9.7% | -11.0% | -1.6% |
| 30D | -13.7% | -6.5% | -7.2% | -13.6% |
| 3M | -8.2% | -25.7% | +17.6% | -7.7% |
| 6M | +13.1% | +19.6% | -6.5% | +10.5% |
| YTD | -15.6% | +26.4% | -42.0% | -17.8% |
| 1Y | +1.4% | +50.1% | -48.7% | -2.0% |
| 3Y | -7.4% | +127.9% | -135.4% | -13.6% |
| 5Y | -35.9% | -5.9% | -30.1% | -39.7% |
| 10Y | -65.1% | +31.1% | -96.3% | -68.0% |
| All | +432.0% | -20.0% | +452.0% | +690.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling