-69.3%
APTV vs POET
-6.5%
-62.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.6% |
| 7D | -5.0% | +0.4% | -5.4% | -5.1% |
| 30D | -6.1% | -10.4% | +4.3% | -5.6% |
| 3M | -33.0% | -29.3% | -3.7% | -32.1% |
| 6M | -35.2% | +6.9% | -42.1% | -38.0% |
| YTD | -40.1% | +25.6% | -65.7% | -43.6% |
| 1Y | -45.6% | +49.2% | -94.8% | -49.9% |
| 3Y | -54.4% | +128.4% | -182.8% | -61.4% |
| All | -69.3% | -6.5% | -62.8% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling