+285.2%
APH vs POET
-40.3%
+325.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.6% |
| 7D | +4.9% | +1.2% | +3.7% | +4.7% |
| 30D | -5.4% | -12.2% | +6.8% | -4.8% |
| 3M | -5.5% | -42.4% | +37.0% | -2.5% |
| 6M | +25.9% | -64.3% | +90.2% | +31.5% |
| YTD | +16.4% | -19.0% | +35.3% | +12.5% |
| 1Y | +16.5% | +9.1% | +7.3% | +10.4% |
| 3Y | +270.9% | +297.7% | -26.8% | +221.2% |
| All | +285.2% | -40.3% | +325.5% | +255.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling