-26.3%
APH vs POET
+56.2%
-82.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +6.2% | -54.0% | -48.1% |
| 7D | -48.7% | -3.3% | -45.4% | -48.7% |
| 30D | -51.9% | -2.1% | -49.8% | -52.0% |
| 3M | -43.6% | -48.8% | +5.3% | -42.2% |
| 6M | -37.5% | +15.8% | -53.3% | -42.3% |
| YTD | -38.6% | +25.1% | -63.8% | -44.1% |
| 1Y | -26.3% | +50.6% | -76.9% | -34.0% |
| All | -26.3% | +56.2% | -82.5% | -34.0% |
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