+129.9%
POET vs RRC
+31.0%
+98.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.5% |
| 7D | +9.7% | -1.7% | +11.5% | +10.8% |
| 30D | -6.5% | +3.6% | -10.1% | -8.7% |
| 3M | -25.7% | +8.8% | -34.6% | -30.8% |
| 6M | +19.6% | +0.8% | +18.8% | +16.7% |
| YTD | +26.4% | +19.0% | +7.4% | +8.9% |
| 1Y | +50.1% | +22.9% | +27.2% | +28.0% |
| All | +129.9% | +31.0% | +98.9% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling