+73.7%
RIO vs POET
+56.2%
+17.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.0% | -7.6% | -0.1% |
| 7D | 0.0% | +5.6% | -5.6% | -0.4% |
| 30D | +4.0% | -2.1% | +6.1% | +3.9% |
| 3M | +0.1% | -48.8% | +49.0% | +3.7% |
| 6M | +12.7% | +15.8% | -3.1% | +4.7% |
| YTD | +35.6% | +25.1% | +10.4% | +24.5% |
| 1Y | +73.7% | +50.6% | +23.1% | +61.8% |
| All | +73.7% | +56.2% | +17.5% | +61.8% |
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