-70.2%
AAOX vs POET
+28.6%
-98.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -5.0% | -3.5% | -4.6% |
| 7D | +5.4% | +3.7% | +1.7% | +3.2% |
| 30D | -47.7% | -11.5% | -36.2% | -39.1% |
| 3M | -78.6% | -30.8% | -47.8% | -67.1% |
| All | -70.2% | +28.6% | -98.8% | -68.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling