+61.6%
POET vs ARMK
+350.8%
-289.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.9% | +8.9% | +8.4% |
| 7D | +5.6% | -2.4% | +8.0% | +6.5% |
| 30D | -2.1% | 0.0% | -2.1% | -2.2% |
| 3M | -48.8% | +6.7% | -55.5% | -50.2% |
| 6M | +15.8% | +38.8% | -23.0% | +3.2% |
| YTD | +25.1% | +55.2% | -30.1% | +6.9% |
| 1Y | +50.6% | +46.6% | +4.0% | +31.3% |
| 3Y | +107.9% | +112.9% | -5.0% | +57.8% |
| 5Y | -11.0% | +144.0% | -155.0% | -36.5% |
| 10Y | +25.7% | +132.4% | -106.7% | -23.8% |
| All | +61.6% | +350.8% | -289.2% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling