+50.1%
POET vs ALK
-36.6%
+86.7%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.2% |
| 7D | +9.7% | -3.0% | +12.7% | +11.4% |
| 30D | -6.5% | -14.6% | +8.1% | +1.1% |
| 3M | -25.7% | -10.6% | -15.2% | -21.9% |
| 6M | +19.6% | -6.7% | +26.3% | +16.9% |
| YTD | +26.4% | -19.8% | +46.1% | +38.3% |
| 1Y | +50.1% | -35.2% | +85.3% | +86.8% |
| All | +50.1% | -36.6% | +86.7% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling