+1,078.7%
ARES vs POET
-57.5%
+1,136.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.0% | +2.2% | -2.5% |
| 7D | -7.7% | +3.7% | -11.4% | -7.9% |
| 30D | -8.7% | -11.5% | +2.8% | -8.2% |
| 3M | +2.8% | -30.8% | +33.6% | +4.3% |
| 6M | +23.1% | +8.6% | +14.5% | +18.0% |
| YTD | -17.3% | +20.1% | -37.3% | -21.4% |
| 1Y | -24.3% | +35.7% | -60.0% | -29.2% |
| 3Y | +34.9% | +116.5% | -81.6% | +16.9% |
| 5Y | +93.5% | -8.4% | +101.9% | +70.7% |
| 10Y | +969.2% | +24.6% | +944.6% | +783.2% |
| All | +1,078.7% | -57.5% | +1,136.3% | +881.2% |
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 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