+56.7%
AVAV vs POET
-11.6%
+68.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.0% | +9.5% | +4.9% |
| 7D | -0.1% | +3.7% | -3.8% | -0.5% |
| 30D | -25.0% | -11.5% | -13.4% | -24.1% |
| 3M | -15.0% | -30.8% | +15.8% | -12.7% |
| 6M | -33.6% | +8.6% | -42.2% | -38.7% |
| YTD | -39.2% | +20.1% | -59.3% | -44.8% |
| 1Y | -40.5% | +35.7% | -76.2% | -47.2% |
| 3Y | +29.6% | +116.5% | -86.9% | +6.5% |
| 5Y | +56.7% | -8.4% | +65.1% | +33.5% |
| All | +56.7% | -11.6% | +68.3% | +33.5% |
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