-25.9%
AFRM vs POET
+22.3%
-48.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.6% | +0.5% | +4.5% |
| 7D | -1.3% | +0.4% | -1.6% | -1.3% |
| 30D | -2.7% | -10.4% | +7.7% | -1.6% |
| 3M | +7.4% | -29.3% | +36.8% | +10.6% |
| 6M | +40.7% | +6.9% | +33.8% | +27.5% |
| YTD | -4.0% | +25.6% | -29.6% | -15.8% |
| 1Y | -12.2% | +49.2% | -61.4% | -26.2% |
| 3Y | +203.1% | +128.4% | +74.6% | +111.9% |
| 5Y | -42.2% | -4.2% | -38.0% | -56.1% |
| All | -25.9% | +22.3% | -48.2% | -46.1% |
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