+179.6%
APTV vs POET
+105.4%
+74.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.0% | +7.7% | +2.9% |
| 7D | -1.8% | +3.7% | -5.5% | -2.0% |
| 30D | -7.9% | -11.5% | +3.6% | -7.4% |
| 3M | -29.9% | -30.8% | +0.9% | -29.1% |
| 6M | -36.6% | +8.6% | -45.2% | -39.1% |
| YTD | -40.0% | +20.1% | -60.0% | -42.9% |
| 1Y | -44.0% | +35.7% | -79.7% | -47.7% |
| 3Y | -54.5% | +116.5% | -171.1% | -61.1% |
| 5Y | -68.8% | -8.4% | -60.4% | -72.8% |
| 10Y | -16.9% | +24.6% | -41.5% | -32.3% |
| All | +179.6% | +105.4% | +74.2% | +133.8% |
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