+189.1%
AFRM vs POET
+122.2%
+66.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.7% | -1.7% | -5.1% |
| 7D | -8.0% | +9.7% | -17.8% | -8.8% |
| 30D | -9.8% | -6.5% | -3.2% | -9.4% |
| 3M | +4.7% | -25.7% | +30.4% | +6.5% |
| 6M | +34.1% | +19.6% | +14.5% | +23.8% |
| YTD | -8.4% | +26.4% | -34.8% | -16.6% |
| 1Y | -22.9% | +50.1% | -73.0% | -31.6% |
| All | +189.1% | +122.2% | +66.9% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling