-9.0%
POET vs AMBA
-54.5%
+45.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.8% | +8.8% | +8.3% |
| 7D | +5.6% | -11.0% | +16.6% | +9.7% |
| 30D | -2.1% | -23.2% | +21.1% | +7.2% |
| 3M | -48.8% | -12.7% | -36.1% | -46.4% |
| 6M | +15.8% | +11.2% | +4.6% | +14.5% |
| YTD | +25.1% | -11.2% | +36.3% | +30.2% |
| 1Y | +50.6% | -22.5% | +73.1% | +60.6% |
| 3Y | +107.9% | -1.3% | +109.2% | +102.2% |
| All | -9.0% | -54.5% | +45.6% | -14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling