-99.8%
AMIX vs POET
+595.7%
-695.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +0.6% |
| 7D | +1.6% | +9.7% | -8.2% | -0.6% |
| 30D | -50.8% | -6.5% | -44.3% | -50.3% |
| 3M | -46.3% | -25.7% | -20.5% | -44.9% |
| 6M | -49.9% | +19.6% | -69.4% | -50.9% |
| YTD | -60.4% | +26.4% | -86.8% | -61.6% |
| 1Y | -81.7% | +50.1% | -131.8% | -82.4% |
| All | -99.8% | +595.7% | -695.4% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling