-92.4%
AMIX vs POET
-1.3%
-91.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -6.8% | -1.6% | -5.8% |
| 7D | -10.9% | +22.3% | -33.2% | -19.6% |
| 30D | -55.0% | -17.6% | -37.4% | -52.5% |
| 3M | -82.0% | -41.3% | -40.8% | -78.5% |
| 6M | -80.4% | -62.1% | -18.4% | -76.7% |
| YTD | -88.3% | -17.7% | -70.6% | -86.3% |
| 1Y | -92.4% | +3.2% | -95.6% | -90.2% |
| All | -92.4% | -1.3% | -91.1% | -90.2% |
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