+146.5%
ASX vs POET
-21.9%
+168.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -3.2% |
| 7D | -14.6% | -16.4% | +1.8% | -11.8% |
| 30D | -21.1% | -37.5% | +16.4% | -14.4% |
| 3M | -3.1% | -43.1% | +40.0% | +6.5% |
| 6M | +17.4% | -31.4% | +48.7% | +23.9% |
| YTD | +135.3% | -22.9% | +158.2% | +130.7% |
| 1Y | +146.5% | -18.0% | +164.5% | +138.1% |
| All | +146.5% | -21.9% | +168.4% | +138.1% |
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 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