-1.9%
POET vs AMP
+122.1%
-124.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.2% |
| 7D | +0.4% | -0.5% | +0.9% | +0.6% |
| 30D | -10.4% | -1.3% | -9.1% | -9.9% |
| 3M | -29.3% | +24.2% | -53.5% | -37.1% |
| 6M | +6.9% | +24.6% | -17.7% | -6.0% |
| YTD | +25.6% | +14.8% | +10.8% | +15.0% |
| 1Y | +49.2% | +12.8% | +36.4% | +38.4% |
| 3Y | +128.4% | +69.0% | +59.5% | +79.4% |
| All | -1.9% | +122.1% | -124.0% | -40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling