+10.2%
POET vs AMBA
+772.6%
-762.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +6.1% | +12.9% | +17.7% |
| 7D | -2.5% | -7.2% | +4.7% | -0.5% |
| 30D | -31.7% | -10.4% | -21.3% | -29.7% |
| 3M | -40.6% | -30.1% | -10.4% | -35.6% |
| 6M | -47.8% | -22.4% | -25.4% | -44.8% |
| YTD | -19.9% | -17.3% | -2.6% | -15.8% |
| 1Y | -4.7% | -35.4% | +30.7% | +3.9% |
| 3Y | +275.6% | +18.6% | +256.9% | +269.9% |
| 5Y | -38.2% | -69.8% | +31.6% | -32.9% |
| 10Y | +111.2% | +1.1% | +110.1% | +94.5% |
| All | +10.2% | +772.6% | -762.4% | -27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling