+28.2%
POET vs ARMK
+146.1%
-117.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.5% | +3.4% |
| 7D | +0.4% | +3.1% | -2.7% | -0.7% |
| 30D | -10.4% | -2.8% | -7.6% | -9.2% |
| 3M | -29.3% | +7.6% | -36.9% | -31.5% |
| 6M | +6.9% | +47.9% | -41.0% | -7.7% |
| YTD | +25.6% | +60.0% | -34.4% | +4.9% |
| 1Y | +49.2% | +52.2% | -3.1% | +27.1% |
| 3Y | +128.4% | +131.4% | -3.0% | +64.6% |
| 5Y | -4.2% | +163.2% | -167.4% | -35.3% |
| All | +28.2% | +146.1% | -117.8% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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