+1,722.3%
APO vs POET
-23.2%
+1,745.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.0% | +2.7% | -2.1% |
| 7D | -4.9% | +3.7% | -8.6% | -5.1% |
| 30D | -8.4% | -11.5% | +3.1% | -8.0% |
| 3M | -2.1% | -30.8% | +28.7% | -1.0% |
| 6M | +19.2% | +8.6% | +10.7% | +15.0% |
| YTD | -10.5% | +20.1% | -30.6% | -14.3% |
| 1Y | -2.7% | +35.7% | -38.4% | -8.0% |
| 3Y | +52.5% | +116.5% | -64.0% | +35.4% |
| 5Y | +132.1% | -8.4% | +140.5% | +109.1% |
| 10Y | +924.7% | +24.6% | +900.1% | +781.9% |
| All | +1,722.3% | -23.2% | +1,745.6% | +1,475.9% |
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