+957.8%
AAOI vs POET
+93.9%
+863.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.4% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | -23.7% | -10.4% | -13.3% | -22.2% |
| 3M | -39.0% | -29.3% | -9.7% | -35.3% |
| 6M | -17.0% | +6.9% | -23.9% | -19.5% |
| YTD | +202.2% | +25.6% | +176.6% | +188.0% |
| 1Y | +292.4% | +49.2% | +243.2% | +265.0% |
| 3Y | +804.4% | +128.4% | +675.9% | +682.5% |
| 5Y | +1,318.0% | -4.2% | +1,322.3% | +1,151.8% |
| 10Y | +436.7% | +30.3% | +406.4% | +360.4% |
| All | +957.8% | +93.9% | +863.9% | +715.7% |
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