+484.6%
POET vs AHR
+360.2%
+124.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.2% |
| 7D | +3.7% | -3.0% | +6.7% | +4.6% |
| 30D | -11.5% | +2.6% | -14.1% | -12.3% |
| 3M | -30.8% | +16.0% | -46.8% | -35.6% |
| 6M | +8.6% | +3.1% | +5.5% | +5.9% |
| YTD | +20.1% | +16.0% | +4.0% | +8.3% |
| 1Y | +35.7% | +28.0% | +7.7% | +13.2% |
| All | +484.6% | +360.2% | +124.4% | +80.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling