+126.5%
POET vs RBA
+204.3%
-77.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.5% | -5.3% | -6.3% |
| 7D | +22.3% | -0.5% | +22.8% | +22.5% |
| 30D | -17.6% | +6.8% | -24.4% | -19.6% |
| 3M | -41.3% | +9.5% | -50.7% | -43.4% |
| 6M | -62.1% | -8.2% | -53.8% | -61.6% |
| YTD | -17.7% | -7.7% | -10.0% | -17.4% |
| 1Y | +3.2% | -6.9% | +10.1% | +3.4% |
| 3Y | +294.7% | +61.6% | +233.1% | +234.0% |
| 5Y | -37.2% | +44.7% | -81.9% | -46.6% |
| All | +126.5% | +204.3% | -77.8% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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