+136.8%
POET vs RCAT
+796.4%
-659.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +1.0% | +3.9% |
| 7D | +17.0% | +5.4% | +11.6% | +15.4% |
| 30D | -6.7% | -5.6% | -1.1% | -5.5% |
| 3M | -32.3% | -30.2% | -2.1% | -26.0% |
| 6M | +32.3% | -43.4% | +75.7% | +49.1% |
| YTD | +31.3% | +9.6% | +21.6% | +26.4% |
| 1Y | +55.3% | -2.0% | +57.3% | +52.1% |
| 3Y | +136.8% | +825.0% | -688.2% | +30.0% |
| All | +136.8% | +796.4% | -659.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 3y: compounded portfolio wealth divided by compounded RCAT 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…
3y analysis · Full analysis span regression · 6 months rolling