+50.6%
POET vs RRC
+23.4%
+27.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.9% | +8.9% | +8.4% |
| 7D | +5.6% | +1.3% | +4.3% | +4.9% |
| 30D | -2.1% | +10.1% | -12.2% | -6.7% |
| 3M | -48.8% | +4.0% | -52.8% | -49.5% |
| 6M | +15.8% | +1.6% | +14.2% | +13.0% |
| YTD | +25.1% | +19.7% | +5.4% | +6.0% |
| 1Y | +50.6% | +21.4% | +29.2% | +38.0% |
| All | +50.6% | +23.4% | +27.2% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling