+2,578.6%
ASX vs POET
-20.8%
+2,599.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.0% | -7.8% | -0.1% |
| 7D | -0.7% | +5.6% | -6.3% | -1.0% |
| 30D | +2.0% | -2.1% | +4.1% | +2.0% |
| 3M | -1.3% | -48.8% | +47.5% | +1.1% |
| 6M | +71.4% | +15.8% | +55.6% | +68.0% |
| YTD | +135.3% | +25.1% | +110.2% | +129.6% |
| 1Y | +267.5% | +50.6% | +216.9% | +254.5% |
| 3Y | +388.5% | +107.9% | +280.6% | +353.7% |
| 5Y | +417.1% | -11.0% | +428.1% | +384.4% |
| 10Y | +872.7% | +25.7% | +847.0% | +780.0% |
| All | +2,578.6% | -20.8% | +2,599.4% | +2,322.3% |
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