-5.9%
POET vs ARMK
+146.8%
-152.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.6% | -3.2% |
| 7D | +9.7% | +0.3% | +9.4% | +9.6% |
| 30D | -6.5% | +2.4% | -8.9% | -7.5% |
| 3M | -25.7% | +6.1% | -31.8% | -27.9% |
| 6M | +19.6% | +41.8% | -22.2% | +2.5% |
| YTD | +26.4% | +55.5% | -29.2% | +3.6% |
| 1Y | +50.1% | +49.6% | +0.5% | +25.3% |
| 3Y | +127.9% | +122.8% | +5.1% | +60.2% |
| 5Y | -5.9% | +151.0% | -156.9% | -38.6% |
| All | -5.9% | +146.8% | -152.7% | -38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling