+88.4%
AXON vs POET
-40.3%
+128.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.8% |
| 7D | +0.8% | +1.2% | -0.4% | +0.7% |
| 30D | -22.8% | -12.2% | -10.6% | -22.5% |
| 3M | -48.8% | -42.4% | -6.3% | -47.7% |
| 6M | -16.3% | -64.3% | +48.0% | -13.7% |
| YTD | -44.5% | -19.0% | -25.5% | -46.3% |
| 1Y | -43.4% | +9.1% | -52.5% | -46.1% |
| 3Y | +44.3% | +297.7% | -253.4% | +30.0% |
| All | +88.4% | -40.3% | +128.8% | +85.2% |
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