-11.6%
POET vs BBAI
-70.8%
+59.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +17.0% | -1.0% | +18.1% | +17.1% |
| 30D | -6.7% | -10.7% | +4.0% | -5.9% |
| 3M | -32.3% | -32.3% | -0.1% | -30.2% |
| 6M | +32.3% | -31.3% | +63.6% | +37.1% |
| YTD | +31.3% | -45.9% | +77.2% | +37.9% |
| 1Y | +55.3% | -40.0% | +95.4% | +62.7% |
| 3Y | +136.8% | +72.8% | +64.0% | +140.1% |
| 5Y | -2.2% | -70.4% | +68.1% | +19.1% |
| All | -11.6% | -70.8% | +59.2% | +6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling