-52.7%
APA vs POET
-20.5%
-32.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | +4.6% | +0.4% | +4.2% | +4.5% |
| 30D | +11.9% | -10.4% | +22.3% | +12.3% |
| 3M | +22.5% | -29.3% | +51.8% | +23.5% |
| 6M | +37.5% | +6.9% | +30.7% | +31.9% |
| YTD | +87.2% | +25.6% | +61.6% | +77.5% |
| 1Y | +101.4% | +49.2% | +52.3% | +87.6% |
| 3Y | +16.9% | +128.4% | -111.5% | +0.7% |
| 5Y | +178.4% | -4.2% | +182.7% | +144.9% |
| 10Y | -2.9% | +30.3% | -33.2% | -19.9% |
| All | -52.7% | -20.5% | -32.2% | -65.5% |
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