-40.4%
APTV vs POET
+56.2%
-96.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.0% | -5.0% | +2.8% |
| 7D | +4.8% | +5.6% | -0.8% | +4.6% |
| 30D | +2.0% | -2.1% | +4.1% | +2.0% |
| 3M | -34.2% | -48.8% | +14.6% | -32.6% |
| 6M | -34.7% | +15.8% | -50.5% | -36.5% |
| YTD | -37.0% | +25.1% | -62.1% | -39.2% |
| 1Y | -40.4% | +50.6% | -91.0% | -41.2% |
| All | -40.4% | +56.2% | -96.6% | -41.2% |
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