+97.9%
POET vs RPRX
+57.8%
+40.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.3% | +10.2% | +5.8% |
| 7D | +17.0% | -2.8% | +19.8% | +17.5% |
| 30D | -6.7% | +7.2% | -13.9% | -7.9% |
| 3M | -32.3% | +10.9% | -43.2% | -33.9% |
| 6M | +32.3% | +34.6% | -2.2% | +24.2% |
| YTD | +31.3% | +59.0% | -27.7% | +19.6% |
| 1Y | +55.3% | +72.5% | -17.2% | +39.0% |
| 3Y | +136.8% | +124.1% | +12.7% | +101.6% |
| 5Y | -2.2% | +75.9% | -78.2% | -13.3% |
| All | +97.9% | +57.8% | +40.0% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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