+1,314.2%
AAOI vs POET
-6.5%
+1,320.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +0.9% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | -23.7% | -10.4% | -13.3% | -21.2% |
| 3M | -39.0% | -29.3% | -9.7% | -32.6% |
| 6M | -17.0% | +6.9% | -23.9% | -22.9% |
| YTD | +202.2% | +25.6% | +176.6% | +170.9% |
| 1Y | +292.4% | +49.2% | +243.2% | +235.6% |
| 3Y | +804.4% | +128.4% | +675.9% | +580.0% |
| All | +1,314.2% | -6.5% | +1,320.7% | +1,059.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling