+34.0%
POET vs AMBA
-5.3%
+39.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.7% |
| 7D | +17.0% | -6.4% | +23.5% | +19.0% |
| 30D | -6.7% | -26.8% | +20.1% | +1.2% |
| 3M | -32.3% | -7.6% | -24.7% | -31.1% |
| 6M | +32.3% | +21.2% | +11.1% | +29.3% |
| YTD | +31.3% | -10.4% | +41.7% | +35.7% |
| 1Y | +55.3% | -24.4% | +79.7% | +65.0% |
| 3Y | +136.8% | +6.0% | +130.8% | +130.8% |
| 5Y | -2.2% | -53.9% | +51.7% | -0.7% |
| 10Y | +34.0% | -6.2% | +40.2% | +22.1% |
| All | +34.0% | -5.3% | +39.3% | +22.1% |
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