+6,055.1%
AAPL vs POET
-24.0%
+6,079.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +3.7% |
| 7D | -0.5% | +3.7% | -4.2% | -0.6% |
| 30D | +7.1% | -11.5% | +18.6% | +7.3% |
| 3M | +12.1% | -30.8% | +42.9% | +12.7% |
| 6M | +25.4% | +8.6% | +16.9% | +23.0% |
| YTD | +20.5% | +20.1% | +0.4% | +17.6% |
| 1Y | +44.5% | +35.7% | +8.8% | +40.0% |
| 3Y | +85.8% | +116.5% | -30.8% | +73.1% |
| 5Y | +124.8% | -8.4% | +133.2% | +111.3% |
| 10Y | +1,284.7% | +24.6% | +1,260.1% | +1,151.4% |
| All | +6,055.1% | -24.0% | +6,079.1% | +5,643.6% |
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 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