+55.8%
RGTI vs POET
-9.4%
+65.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.5% | +6.5% | +1.7% |
| 7D | +0.5% | -6.2% | +6.6% | +2.1% |
| 30D | -18.9% | -22.4% | +3.6% | -13.3% |
| 3M | -27.2% | -40.7% | +13.5% | -17.0% |
| 6M | -5.6% | +8.8% | -14.4% | -21.6% |
| YTD | -31.1% | +17.4% | -48.4% | -44.9% |
| 1Y | -20.0% | +41.8% | -61.8% | -40.1% |
| 3Y | +691.2% | +114.1% | +577.1% | +393.8% |
| 5Y | +55.8% | -8.3% | +64.1% | +1.7% |
| All | +55.8% | -9.4% | +65.2% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling