+1,082.3%
APH vs POET
+30.3%
+1,052.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | 0.0% | +4.3% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | -1.2% | -10.4% | +9.1% | -0.8% |
| 3M | +10.3% | -29.3% | +39.6% | +11.7% |
| 6M | +25.2% | +6.9% | +18.3% | +20.5% |
| YTD | +24.6% | +25.6% | -1.0% | +18.6% |
| 1Y | +41.4% | +49.2% | -7.7% | +32.4% |
| 3Y | +297.8% | +128.4% | +169.4% | +249.1% |
| 5Y | +366.0% | -4.2% | +370.2% | +315.4% |
| All | +1,082.3% | +30.3% | +1,052.0% | +911.8% |
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 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