+447.1%
ASX vs POET
-11.6%
+458.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.0% | +1.7% | -2.8% |
| 7D | +6.5% | +3.7% | +2.8% | +6.1% |
| 30D | +3.1% | -11.5% | +14.7% | +4.3% |
| 3M | +17.4% | -30.8% | +48.2% | +21.0% |
| 6M | +85.4% | +8.6% | +76.9% | +77.7% |
| YTD | +150.1% | +20.1% | +130.0% | +136.5% |
| 1Y | +256.3% | +35.7% | +220.6% | +229.6% |
| 3Y | +446.9% | +116.5% | +330.3% | +374.2% |
| 5Y | +447.1% | -8.4% | +455.5% | +387.1% |
| All | +447.1% | -11.6% | +458.7% | +387.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling