-80.4%
AMIX vs POET
-62.0%
-18.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -6.8% | -1.6% | -1.6% |
| 7D | -10.9% | +22.3% | -33.2% | -33.2% |
| 30D | -55.0% | -17.6% | -37.4% | -49.4% |
| 3M | -82.0% | -41.3% | -40.8% | -71.9% |
| 6M | -80.4% | -62.1% | -18.4% | -70.1% |
| All | -80.4% | -62.0% | -18.5% | -70.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling