-3.9%
APO vs POET
+40.7%
-44.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.6% |
| 7D | -3.5% | +0.4% | -3.9% | -3.5% |
| 30D | -6.6% | -10.4% | +3.8% | -6.2% |
| 3M | -3.3% | -29.3% | +26.1% | -2.3% |
| 6M | +22.6% | +6.9% | +15.7% | +16.5% |
| YTD | -9.8% | +25.6% | -35.4% | -16.5% |
| 1Y | -3.9% | +49.2% | -53.0% | -9.0% |
| All | -3.9% | +40.7% | -44.6% | -9.0% |
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