+138.8%
POET vs ARMK
+123.7%
+15.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.5% | +4.2% |
| 7D | +17.0% | +1.7% | +15.3% | +16.1% |
| 30D | -6.7% | +3.1% | -9.9% | -8.0% |
| 3M | -32.3% | +9.2% | -41.6% | -35.5% |
| 6M | +32.3% | +43.7% | -11.3% | +12.0% |
| YTD | +31.3% | +57.4% | -26.1% | +6.1% |
| 1Y | +55.3% | +51.9% | +3.5% | +27.8% |
| All | +138.8% | +123.7% | +15.0% | +87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling