+127.8%
AAPL vs POET
-6.5%
+134.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.6% |
| 7D | +3.8% | +0.4% | +3.5% | +3.8% |
| 30D | +9.9% | -10.4% | +20.3% | +10.2% |
| 3M | +12.5% | -29.3% | +41.8% | +13.2% |
| 6M | +27.6% | +6.9% | +20.8% | +24.1% |
| YTD | +22.6% | +25.6% | -3.0% | +18.2% |
| 1Y | +45.0% | +49.2% | -4.2% | +38.2% |
| 3Y | +87.8% | +128.4% | -40.7% | +74.4% |
| All | +127.8% | -6.5% | +134.3% | +113.6% |
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