+172.5%
AXON vs POET
-7.0%
+179.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.7% | -2.9% |
| 7D | -3.3% | +9.7% | -13.1% | -3.8% |
| 30D | -17.8% | -6.5% | -11.3% | -17.7% |
| 3M | +8.3% | -25.7% | +34.0% | +9.1% |
| 6M | -12.4% | +19.6% | -31.9% | -16.2% |
| YTD | -13.7% | +26.4% | -40.1% | -17.9% |
| 1Y | -33.1% | +50.1% | -83.2% | -37.0% |
| 3Y | +128.2% | +127.9% | +0.3% | +112.0% |
| All | +172.5% | -7.0% | +179.5% | +157.8% |
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