+72.2%
POET vs AMBA
+837.3%
-765.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.8% | +8.8% | +8.2% |
| 7D | +5.6% | -11.0% | +16.6% | +8.1% |
| 30D | -2.1% | -23.2% | +21.1% | +3.6% |
| 3M | -48.8% | -12.7% | -36.1% | -47.2% |
| 6M | +15.8% | +11.2% | +4.6% | +15.5% |
| YTD | +25.1% | -11.2% | +36.3% | +29.1% |
| 1Y | +50.6% | -22.5% | +73.1% | +58.1% |
| 3Y | +107.9% | -1.3% | +109.2% | +106.0% |
| 5Y | -11.0% | -54.2% | +43.2% | -8.9% |
| 10Y | +25.7% | -6.1% | +31.8% | +14.9% |
| All | +72.2% | +837.3% | -765.1% | +11.8% |
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 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