+3,039.6%
APH vs POET
-20.8%
+3,060.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.0% | -7.2% | +0.6% |
| 7D | +5.0% | +5.6% | -0.6% | +4.7% |
| 30D | -3.9% | -2.1% | -1.8% | -3.9% |
| 3M | +13.0% | -48.8% | +61.8% | +15.1% |
| 6M | +25.2% | +15.8% | +9.4% | +21.8% |
| YTD | +22.9% | +25.1% | -2.2% | +19.1% |
| 1Y | +47.8% | +50.6% | -2.7% | +41.6% |
| 3Y | +283.0% | +107.9% | +175.1% | +251.6% |
| 5Y | +349.7% | -11.0% | +360.7% | +316.8% |
| 10Y | +1,061.2% | +25.7% | +1,035.5% | +926.2% |
| All | +3,039.6% | -20.8% | +3,060.4% | +2,856.1% |
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