+128.7%
POET vs AMBA
+12.8%
+115.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.3% | -1.5% | +2.3% |
| 7D | +9.6% | 0.0% | +9.6% | +10.0% |
| 30D | -24.5% | -8.6% | -15.9% | -22.2% |
| 3M | -41.0% | -29.0% | -12.0% | -35.2% |
| 6M | -52.0% | -19.2% | -32.7% | -49.2% |
| YTD | -16.9% | -13.0% | -3.9% | -13.1% |
| 1Y | -2.4% | -31.3% | +28.8% | +6.3% |
| 3Y | +260.3% | +28.1% | +232.1% | +247.5% |
| 5Y | -35.1% | -69.4% | +34.4% | -29.9% |
| 10Y | +128.7% | +7.6% | +121.1% | +111.4% |
| All | +128.7% | +12.8% | +115.9% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling