-99.9%
AMIX vs POET
+340.9%
-440.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.6% | +12.4% | +9.6% |
| 7D | +11.4% | -0.4% | +11.8% | +11.0% |
| 30D | -40.5% | -27.3% | -13.3% | -36.8% |
| 3M | -80.1% | -40.8% | -39.3% | -78.0% |
| 6M | -74.8% | -53.7% | -21.1% | -72.0% |
| YTD | -84.0% | -19.9% | -64.1% | -83.0% |
| 1Y | -89.7% | -4.0% | -85.7% | -89.2% |
| All | -99.9% | +340.9% | -440.8% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling