+2,438.7%
ASX vs POET
-48.7%
+2,487.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -2.0% |
| 7D | +12.4% | +1.2% | +11.2% | +12.3% |
| 30D | -19.8% | -12.2% | -7.6% | -19.3% |
| 3M | -10.3% | -42.4% | +32.1% | -8.1% |
| 6M | +1.2% | -64.3% | +65.5% | +5.0% |
| YTD | +123.0% | -19.0% | +142.0% | +121.9% |
| 1Y | +145.4% | +9.1% | +136.3% | +141.4% |
| 3Y | +368.6% | +297.7% | +70.9% | +334.2% |
| 5Y | +486.0% | -38.2% | +524.2% | +459.4% |
| 10Y | +941.0% | +123.0% | +818.0% | +851.6% |
| All | +2,438.7% | -48.7% | +2,487.4% | +2,241.0% |
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