-44.0%
ACHR vs POET
+72.8%
-116.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +1.7% |
| 7D | -2.3% | +0.4% | -2.7% | -2.3% |
| 30D | -11.3% | -10.4% | -0.9% | -10.0% |
| 3M | +5.3% | -29.3% | +34.6% | +9.8% |
| 6M | -13.2% | +6.9% | -20.1% | -23.2% |
| YTD | -25.8% | +25.6% | -51.4% | -36.6% |
| 1Y | -34.3% | +49.2% | -83.4% | -46.4% |
| 3Y | -19.9% | +128.4% | -148.4% | -42.7% |
| 5Y | -42.7% | -4.2% | -38.4% | -57.1% |
| All | -44.0% | +72.8% | -116.9% | -60.9% |
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