+88.8%
APA vs POET
+56.2%
+32.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.0% | -11.2% | -3.2% |
| 7D | +0.5% | +5.6% | -5.1% | +0.5% |
| 30D | +23.4% | -2.1% | +25.5% | +23.4% |
| 3M | +12.7% | -48.8% | +61.5% | +13.4% |
| 6M | +39.4% | +15.8% | +23.6% | +34.8% |
| YTD | +79.0% | +25.1% | +53.8% | +71.1% |
| 1Y | +88.8% | +50.6% | +38.3% | +78.4% |
| All | +88.8% | +56.2% | +32.6% | +78.4% |
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