+69.0%
POET vs BAM
+88.1%
-19.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.7% |
| 7D | -0.4% | +5.0% | -5.4% | -3.6% |
| 30D | -27.3% | +16.6% | -43.8% | -35.2% |
| 3M | -40.8% | +2.2% | -43.0% | -42.2% |
| 6M | -53.7% | +9.7% | -63.4% | -57.2% |
| YTD | -19.9% | +5.2% | -25.1% | -23.9% |
| 1Y | -4.0% | +3.9% | -7.9% | -7.2% |
| 3Y | +284.1% | +91.5% | +192.5% | +197.2% |
| All | +69.0% | +88.1% | -19.1% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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