-63.5%
POET vs RY
+12.0%
-75.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | -1.3% | +20.3% | +20.9% |
| 7D | -2.5% | -0.9% | -1.6% | -1.3% |
| 30D | -31.7% | +5.9% | -37.5% | -38.4% |
| 3M | -40.6% | -4.3% | -36.3% | -35.0% |
| All | -63.5% | +12.0% | -75.5% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 6mo: compounded portfolio wealth divided by compounded RY 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…
6mo analysis · Full analysis span regression · 6 months rolling