+511.3%
AVAV vs POET
+24.6%
+486.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.0% | +9.5% | +4.9% |
| 7D | -0.1% | +3.7% | -3.8% | -0.4% |
| 30D | -25.0% | -11.5% | -13.4% | -24.3% |
| 3M | -15.0% | -30.8% | +15.8% | -13.1% |
| 6M | -33.6% | +8.6% | -42.2% | -37.5% |
| YTD | -39.2% | +20.1% | -59.3% | -43.5% |
| 1Y | -40.5% | +35.7% | -76.2% | -45.7% |
| 3Y | +29.6% | +116.5% | -86.9% | +8.3% |
| 5Y | +56.7% | -8.4% | +65.1% | +34.1% |
| All | +511.3% | +24.6% | +486.7% | +391.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling