+354.4%
ARKK vs POET
+3.2%
+351.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.3% |
| 7D | -3.1% | +0.4% | -3.4% | -3.1% |
| 30D | +2.7% | -10.4% | +13.1% | +3.5% |
| 3M | +10.8% | -29.3% | +40.1% | +13.1% |
| 6M | +14.4% | +6.9% | +7.5% | +7.8% |
| YTD | +8.7% | +25.6% | -16.9% | +0.4% |
| 1Y | +6.7% | +49.2% | -42.4% | -3.8% |
| 3Y | +87.4% | +128.4% | -41.0% | +51.5% |
| 5Y | -29.5% | -4.2% | -25.2% | -41.1% |
| 10Y | +331.8% | +30.3% | +301.5% | +229.1% |
| All | +354.4% | +3.2% | +351.2% | +245.3% |
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