-45.0%
AFRM vs POET
-11.6%
-33.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.3% |
| 7D | -8.5% | +3.7% | -12.2% | -8.9% |
| 30D | -11.4% | -11.5% | +0.2% | -10.3% |
| 3M | +8.2% | -30.8% | +39.0% | +11.5% |
| 6M | +36.6% | +8.6% | +28.0% | +24.1% |
| YTD | -8.7% | +20.1% | -28.7% | -19.0% |
| 1Y | -19.9% | +35.7% | -55.6% | -31.3% |
| 3Y | +202.6% | +116.5% | +86.1% | +118.8% |
| 5Y | -45.0% | -8.4% | -36.6% | -57.8% |
| All | -45.0% | -11.6% | -33.4% | -57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling