+6.3%
POET vs ARMK
+327.8%
-321.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.2% | -7.0% | -6.9% |
| 7D | +22.3% | +7.1% | +15.2% | +19.4% |
| 30D | -17.6% | -1.6% | -15.9% | -16.7% |
| 3M | -41.3% | -10.5% | -30.7% | -38.4% |
| 6M | -62.1% | +11.8% | -73.8% | -63.4% |
| YTD | -17.7% | +47.3% | -65.0% | -28.0% |
| 1Y | +3.2% | +41.5% | -38.3% | -8.3% |
| 3Y | +294.7% | +95.3% | +199.4% | +212.7% |
| 5Y | -37.2% | +108.1% | -145.4% | -52.3% |
| 10Y | +126.5% | +132.0% | -5.5% | +40.0% |
| All | +6.3% | +327.8% | -321.5% | -25.0% |
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