-98.1%
AMC vs POET
+58.4%
-156.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.0% | -3.7% | +3.9% |
| 7D | +2.3% | +5.6% | -3.3% | +2.1% |
| 30D | -0.7% | -2.1% | +1.4% | -0.7% |
| 3M | +35.2% | -48.8% | +84.0% | +38.8% |
| 6M | +124.6% | +15.8% | +108.8% | +115.4% |
| YTD | +69.9% | +25.1% | +44.8% | +61.6% |
| 1Y | -2.6% | +50.6% | -53.1% | -9.2% |
| 3Y | -79.8% | +107.9% | -187.6% | -82.6% |
| 5Y | -99.4% | -11.0% | -88.4% | -99.5% |
| 10Y | -98.9% | +25.7% | -124.6% | -99.1% |
| All | -98.1% | +58.4% | -156.5% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling