-43.3%
APP vs POET
+40.7%
-84.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.6% | -1.6% | +2.6% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | +6.6% | -10.4% | +17.0% | +7.4% |
| 3M | -32.3% | -29.3% | -3.0% | -31.0% |
| 6M | -29.8% | +6.9% | -36.7% | -37.6% |
| YTD | -51.9% | +25.6% | -77.5% | -58.9% |
| 1Y | -43.3% | +49.2% | -92.5% | -52.3% |
| All | -43.3% | +40.7% | -84.0% | -52.3% |
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 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