+122.5%
POET vs AMBA
+3.8%
+118.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.8% | +8.8% | +8.4% |
| 7D | +5.6% | -11.0% | +16.6% | +11.8% |
| 30D | -2.1% | -23.2% | +21.1% | +11.9% |
| 3M | -48.8% | -12.7% | -36.1% | -45.7% |
| 6M | +15.8% | +11.2% | +4.6% | +11.5% |
| YTD | +25.1% | -11.2% | +36.3% | +30.0% |
| 1Y | +50.6% | -22.5% | +73.1% | +61.8% |
| All | +122.5% | +3.8% | +118.7% | +138.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling