-20.5%
POET vs BRKR
+333.7%
-354.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.7% |
| 7D | +0.4% | -8.7% | +9.0% | +2.1% |
| 30D | -10.4% | -9.9% | -0.5% | -8.5% |
| 3M | -29.3% | -3.1% | -26.2% | -29.8% |
| 6M | +6.9% | +45.5% | -38.6% | -1.5% |
| YTD | +25.6% | +13.7% | +11.9% | +20.8% |
| 1Y | +49.2% | +67.4% | -18.3% | +33.7% |
| 3Y | +128.4% | -13.2% | +141.7% | +126.6% |
| 5Y | -4.2% | -39.5% | +35.3% | -1.2% |
| 10Y | +30.3% | +153.5% | -123.1% | +12.6% |
| All | -20.5% | +333.7% | -354.2% | -38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling