+128.4%
POET vs AMP
+66.7%
+61.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.2% |
| 7D | +0.4% | -0.5% | +0.9% | +0.7% |
| 30D | -10.4% | -1.3% | -9.1% | -9.8% |
| 3M | -29.3% | +24.2% | -53.5% | -38.5% |
| 6M | +6.9% | +24.6% | -17.7% | -8.5% |
| YTD | +25.6% | +14.8% | +10.8% | +12.9% |
| 1Y | +49.2% | +12.8% | +36.4% | +35.8% |
| 3Y | +128.4% | +69.0% | +59.5% | +140.7% |
| All | +128.4% | +66.7% | +61.8% | +140.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling