+126.5%
POET vs AMBA
+0.6%
+125.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.3% | -4.5% | -6.2% |
| 7D | +22.3% | +10.7% | +11.6% | +19.4% |
| 30D | -17.6% | -5.0% | -12.5% | -15.8% |
| 3M | -41.3% | -26.9% | -14.4% | -35.9% |
| 6M | -62.1% | -21.9% | -40.1% | -59.6% |
| YTD | -17.7% | -13.8% | -3.9% | -13.6% |
| 1Y | +3.2% | -36.1% | +39.2% | +14.3% |
| 3Y | +294.7% | +21.6% | +273.1% | +284.3% |
| 5Y | -37.2% | -68.8% | +31.5% | -32.2% |
| All | +126.5% | +0.6% | +125.9% | +107.9% |
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