+684.9%
AON vs POET
-20.5%
+705.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -1.7% |
| 7D | -6.3% | +0.4% | -6.7% | -6.3% |
| 30D | -14.1% | -10.4% | -3.7% | -14.0% |
| 3M | -9.5% | -29.3% | +19.8% | -9.3% |
| 6M | -4.0% | +6.9% | -10.9% | -5.0% |
| YTD | -13.8% | +25.6% | -39.4% | -14.9% |
| 1Y | -18.3% | +49.2% | -67.4% | -19.7% |
| 3Y | -7.2% | +128.4% | -135.6% | -10.8% |
| 5Y | +7.3% | -4.2% | +11.6% | +3.7% |
| 10Y | +203.6% | +30.3% | +173.3% | +186.5% |
| All | +684.9% | -20.5% | +705.4% | +731.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling