+125.6%
POET vs ALK
+4.9%
+120.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.5% | +6.5% | +7.4% |
| 7D | +5.6% | -0.7% | +6.3% | +5.9% |
| 30D | -2.1% | -19.2% | +17.1% | +6.2% |
| 3M | -48.8% | -1.5% | -47.3% | -49.0% |
| 6M | +15.8% | -13.1% | +28.8% | +19.1% |
| YTD | +25.1% | -16.4% | +41.5% | +31.1% |
| 1Y | +50.6% | -33.1% | +83.6% | +68.1% |
| All | +125.6% | +4.9% | +120.7% | +175.5% |
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