+30.8%
RIO vs POET
-21.9%
+52.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.7% | +3.9% |
| 7D | -1.6% | -16.4% | +14.8% | -0.3% |
| 30D | -11.6% | -37.5% | +25.9% | -8.6% |
| 3M | -12.7% | -43.1% | +30.3% | -9.4% |
| 6M | -12.4% | -31.4% | +19.0% | -12.1% |
| YTD | +11.0% | -22.9% | +33.9% | +3.5% |
| 1Y | +30.8% | -18.0% | +48.8% | +21.0% |
| All | +30.8% | -21.9% | +52.8% | +21.0% |
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