+166.7%
POET vs BAM
+67.8%
+98.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.4% | -2.1% |
| 7D | +9.7% | -3.9% | +13.7% | +12.7% |
| 30D | -6.5% | -8.8% | +2.3% | -0.7% |
| 3M | -25.7% | +2.2% | -27.9% | -27.5% |
| 6M | +19.6% | +5.9% | +13.7% | +15.3% |
| YTD | +26.4% | -6.1% | +32.5% | +30.9% |
| 1Y | +50.1% | -11.6% | +61.7% | +63.8% |
| 3Y | +127.9% | +51.7% | +76.2% | +101.1% |
| All | +166.7% | +67.8% | +98.8% | +133.6% |
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