-32.4%
AFRM vs POET
-21.1%
-11.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.9% |
| 7D | -4.4% | +1.2% | -5.6% | -4.6% |
| 30D | -7.7% | -12.2% | +4.5% | -6.7% |
| 3M | -16.9% | -42.4% | +25.6% | -11.9% |
| 6M | +2.5% | -64.3% | +66.8% | +11.6% |
| YTD | -12.5% | -19.0% | +6.4% | -19.6% |
| 1Y | -11.0% | +9.1% | -20.2% | -21.9% |
| 3Y | +184.6% | +297.7% | -113.1% | +80.5% |
| 5Y | -56.3% | -38.2% | -18.1% | -64.7% |
| All | -32.4% | -21.1% | -11.4% | -48.6% |
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 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