-3.7%
APA vs POET
+30.3%
-34.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.1% |
| 7D | +4.6% | +0.4% | +4.2% | +4.5% |
| 30D | +11.9% | -10.4% | +22.3% | +12.5% |
| 3M | +22.5% | -29.3% | +51.8% | +24.1% |
| 6M | +37.5% | +6.9% | +30.7% | +28.1% |
| YTD | +87.2% | +25.6% | +61.6% | +70.9% |
| 1Y | +101.4% | +49.2% | +52.3% | +78.3% |
| 3Y | +16.9% | +128.4% | -111.5% | -9.9% |
| 5Y | +178.4% | -4.2% | +182.7% | +124.4% |
| All | -3.7% | +30.3% | -34.0% | -28.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling