+511.5%
POET vs AHR
+356.1%
+155.5%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.9% |
| 7D | +0.4% | -2.1% | +2.5% | +1.0% |
| 30D | -10.4% | +1.9% | -12.3% | -10.9% |
| 3M | -29.3% | +15.7% | -45.0% | -34.3% |
| 6M | +6.9% | +2.5% | +4.3% | +4.3% |
| YTD | +25.6% | +15.0% | +10.6% | +13.6% |
| 1Y | +49.2% | +28.1% | +21.0% | +23.8% |
| All | +511.5% | +356.1% | +155.5% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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