-11.6%
AMCR vs POET
-6.5%
-5.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.2% | -1.7% |
| 7D | -6.3% | +0.4% | -6.6% | -6.3% |
| 30D | -7.8% | -10.4% | +2.6% | -7.7% |
| 3M | +7.5% | -29.3% | +36.9% | +8.0% |
| 6M | +2.7% | +6.9% | -4.2% | +0.6% |
| YTD | +6.0% | +25.6% | -19.6% | +3.3% |
| 1Y | +7.8% | +49.2% | -41.4% | +3.9% |
| 3Y | +5.8% | +128.4% | -122.7% | -1.8% |
| All | -11.6% | -6.5% | -5.1% | -18.0% |
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