+5.7%
POET vs BRKR
+54.4%
-48.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.3% | +10.0% | +10.1% |
| 7D | +14.5% | -2.2% | +16.7% | +16.0% |
| 30D | -12.8% | +11.0% | -23.7% | -16.3% |
| 3M | -34.9% | +9.5% | -44.5% | -37.4% |
| 6M | -59.8% | +44.5% | -104.3% | -70.0% |
| YTD | -11.7% | +32.9% | -44.6% | -35.0% |
| 1Y | +5.7% | +50.2% | -44.5% | -26.1% |
| All | +5.7% | +54.4% | -48.7% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling