+396.6%
APD vs POET
-20.0%
+416.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.9% | -0.8% |
| 7D | -4.6% | +9.7% | -14.3% | -4.8% |
| 30D | -4.2% | -6.5% | +2.3% | -4.1% |
| 3M | +5.0% | -25.7% | +30.7% | +5.3% |
| 6M | +8.9% | +19.6% | -10.6% | +7.0% |
| YTD | +21.9% | +26.4% | -4.5% | +19.4% |
| 1Y | +5.6% | +50.1% | -44.5% | +2.5% |
| 3Y | +6.9% | +127.9% | -121.0% | +0.5% |
| 5Y | +25.3% | -5.9% | +31.2% | +18.7% |
| 10Y | +169.1% | +31.1% | +137.9% | +145.8% |
| All | +396.6% | -20.0% | +416.6% | +364.8% |
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