-6.9%
ARES vs POET
-21.9%
+15.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.3% | +6.4% |
| 7D | +10.5% | -16.4% | +27.0% | +11.8% |
| 30D | +16.8% | -37.5% | +54.4% | +20.6% |
| 3M | -3.2% | -43.1% | +39.8% | +0.3% |
| 6M | +16.4% | -31.4% | +47.8% | +16.1% |
| YTD | -12.4% | -22.9% | +10.5% | -18.8% |
| 1Y | -6.9% | -18.0% | +11.1% | -14.7% |
| All | -6.9% | -21.9% | +15.1% | -14.7% |
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