+930.0%
APH vs POET
+133.2%
+796.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.7% |
| 7D | +4.9% | +1.2% | +3.7% | +4.8% |
| 30D | -5.4% | -12.2% | +6.8% | -4.8% |
| 3M | -5.5% | -42.4% | +37.0% | -2.9% |
| 6M | +25.9% | -64.3% | +90.2% | +30.9% |
| YTD | +16.4% | -19.0% | +35.3% | +13.1% |
| 1Y | +16.5% | +9.1% | +7.3% | +11.3% |
| 3Y | +270.9% | +297.7% | -26.8% | +220.4% |
| 5Y | +289.5% | -38.2% | +327.7% | +254.9% |
| All | +930.0% | +133.2% | +796.8% | +789.3% |
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