-81.7%
AMIX vs POET
+49.8%
-131.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +1.2% |
| 7D | +1.6% | +9.7% | -8.2% | -2.2% |
| 30D | -50.8% | -6.5% | -44.3% | -49.9% |
| 3M | -46.3% | -25.7% | -20.5% | -44.5% |
| 6M | -49.9% | +19.6% | -69.4% | -49.7% |
| YTD | -60.4% | +26.4% | -86.8% | -61.1% |
| 1Y | -81.7% | +50.1% | -131.8% | -79.4% |
| All | -81.7% | +49.8% | -131.5% | -79.4% |
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 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