+7.3%
AON vs POET
-6.5%
+13.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -1.6% |
| 7D | -6.3% | +0.4% | -6.7% | -6.3% |
| 30D | -14.1% | -10.4% | -3.7% | -14.1% |
| 3M | -9.5% | -29.3% | +19.8% | -9.5% |
| 6M | -4.0% | +6.9% | -10.9% | -4.1% |
| YTD | -13.8% | +25.6% | -39.4% | -13.9% |
| 1Y | -18.3% | +49.2% | -67.4% | -18.6% |
| 3Y | -7.2% | +128.4% | -135.6% | -6.9% |
| All | +7.3% | -6.5% | +13.7% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling