+46.2%
RBRK vs POET
-29.8%
+76.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -12.7% | +1.6% | -9.9% |
| 7D | -20.9% | -24.7% | +3.9% | -18.8% |
| 30D | -15.9% | -44.7% | +28.8% | -11.7% |
| 3M | +24.7% | -47.3% | +72.0% | +31.1% |
| 6M | +85.1% | -53.7% | +138.8% | +91.3% |
| YTD | +38.3% | -32.7% | +71.0% | +25.1% |
| 1Y | +46.2% | -29.5% | +75.6% | +31.2% |
| All | +46.2% | -29.8% | +76.0% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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