+28.2%
POET vs AMP
+589.3%
-561.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.3% |
| 7D | +0.4% | -0.5% | +0.9% | +0.6% |
| 30D | -10.4% | -1.3% | -9.1% | -10.0% |
| 3M | -29.3% | +24.2% | -53.5% | -35.4% |
| 6M | +6.9% | +24.6% | -17.7% | -3.2% |
| YTD | +25.6% | +14.8% | +10.8% | +17.3% |
| 1Y | +49.2% | +12.8% | +36.4% | +40.9% |
| 3Y | +128.4% | +69.0% | +59.5% | +85.4% |
| 5Y | -4.2% | +124.9% | -129.1% | -31.2% |
| All | +28.2% | +589.3% | -561.1% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling