+61.2%
AVAV vs POET
-6.5%
+67.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.9% | -0.7% |
| 7D | +1.4% | +0.4% | +1.0% | +1.4% |
| 30D | -24.3% | -10.4% | -13.9% | -23.6% |
| 3M | -20.1% | -29.3% | +9.2% | -18.2% |
| 6M | -29.4% | +6.9% | -36.2% | -34.6% |
| YTD | -39.3% | +25.6% | -64.9% | -45.2% |
| 1Y | -39.3% | +49.2% | -88.5% | -46.6% |
| 3Y | +29.5% | +128.4% | -99.0% | +5.9% |
| All | +61.2% | -6.5% | +67.7% | +36.7% |
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