+28.2%
POET vs RBA
+206.5%
-178.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.8% | +0.8% | +3.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -10.4% | -2.9% | -7.4% | -9.7% |
| 3M | -29.3% | -20.9% | -8.4% | -24.2% |
| 6M | +6.9% | -17.7% | +24.5% | +12.5% |
| YTD | +25.6% | -18.2% | +43.8% | +31.8% |
| 1Y | +49.2% | -29.1% | +78.2% | +64.3% |
| 3Y | +128.4% | +29.5% | +98.9% | +107.2% |
| 5Y | -4.2% | +40.2% | -44.5% | -17.7% |
| All | +28.2% | +206.5% | -178.2% | -28.1% |
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