+170.5%
AEP vs POET
+30.3%
+140.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.2% |
| 7D | -0.9% | +0.4% | -1.3% | -0.9% |
| 30D | -1.1% | -10.4% | +9.3% | -1.0% |
| 3M | -3.3% | -29.3% | +26.1% | -3.1% |
| 6M | -4.6% | +6.9% | -11.5% | -5.5% |
| YTD | +9.4% | +25.6% | -16.2% | +8.1% |
| 1Y | +16.9% | +49.2% | -32.2% | +14.9% |
| 3Y | +76.6% | +128.4% | -51.8% | +69.1% |
| 5Y | +66.2% | -4.2% | +70.4% | +60.2% |
| All | +170.5% | +30.3% | +140.2% | +149.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling