+260.3%
POET vs ALK
+21.9%
+238.3%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +7.1% | -3.3% | +0.8% |
| 7D | +9.6% | +8.9% | +0.7% | +5.4% |
| 30D | -24.5% | +5.9% | -30.5% | -26.7% |
| 3M | -41.0% | -16.5% | -24.4% | -36.6% |
| 6M | -52.0% | +2.1% | -54.1% | -53.7% |
| YTD | -16.9% | -17.1% | +0.2% | -12.6% |
| 1Y | -2.4% | -2.9% | +0.5% | -3.3% |
| 3Y | +260.3% | +24.5% | +235.8% | +177.2% |
| All | +260.3% | +21.9% | +238.3% | +177.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling