+419.5%
AVAV vs POET
-16.9%
+436.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.1% | +2.6% |
| 7D | +3.2% | +17.0% | -13.8% | +2.4% |
| 30D | -20.3% | -6.7% | -13.6% | -20.1% |
| 3M | -19.4% | -32.3% | +12.9% | -18.2% |
| 6M | -35.3% | +32.3% | -67.6% | -38.1% |
| YTD | -38.5% | +31.3% | -69.8% | -41.3% |
| 1Y | -37.2% | +55.3% | -92.5% | -40.9% |
| 3Y | +31.1% | +136.8% | -105.6% | +16.6% |
| 5Y | +41.0% | -2.2% | +43.3% | +27.3% |
| 10Y | +508.8% | +34.0% | +474.7% | +418.3% |
| All | +419.5% | -16.9% | +436.4% | +347.7% |
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 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