-79.7%
AMIX vs POET
+56.2%
-135.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.0% | -10.0% | -4.9% |
| 7D | -13.7% | +5.6% | -19.3% | -15.7% |
| 30D | -62.1% | -2.1% | -60.0% | -62.1% |
| 3M | -46.2% | -48.8% | +2.7% | -43.8% |
| 6M | -46.4% | +15.8% | -62.2% | -45.9% |
| YTD | -60.3% | +25.1% | -85.4% | -60.7% |
| 1Y | -79.7% | +50.6% | -130.2% | -76.7% |
| All | -79.7% | +56.2% | -135.9% | -76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling