-8.4%
POET vs BBAI
-71.4%
+63.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -5.0% |
| 7D | +3.7% | -5.4% | +9.1% | +4.1% |
| 30D | -11.5% | -15.3% | +3.8% | -10.4% |
| 3M | -30.8% | -29.9% | -0.9% | -28.8% |
| 6M | +8.6% | -30.7% | +39.3% | +12.6% |
| YTD | +20.1% | -47.8% | +67.8% | +26.4% |
| 1Y | +35.7% | -40.4% | +76.1% | +42.4% |
| 3Y | +116.5% | +66.9% | +49.7% | +120.2% |
| 5Y | -8.4% | -71.4% | +62.9% | +9.7% |
| All | -8.4% | -71.4% | +63.0% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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