-38.2%
POET vs AMBA
-70.4%
+32.3%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +6.1% | +12.9% | +16.8% |
| 7D | -2.5% | -7.2% | +4.7% | +0.7% |
| 30D | -31.7% | -10.4% | -21.3% | -28.4% |
| 3M | -40.6% | -30.1% | -10.4% | -32.3% |
| 6M | -47.8% | -22.4% | -25.4% | -43.2% |
| YTD | -19.9% | -17.3% | -2.6% | -14.1% |
| 1Y | -4.7% | -35.4% | +30.7% | +8.0% |
| 3Y | +275.6% | +18.6% | +256.9% | +264.7% |
| All | -38.2% | -70.4% | +32.3% | -36.7% |
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