+91.5%
RIO vs POET
-6.5%
+98.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.3% |
| 7D | -3.2% | +0.4% | -3.6% | -3.2% |
| 30D | +0.9% | -10.4% | +11.3% | +1.4% |
| 3M | -1.4% | -29.3% | +27.9% | -0.3% |
| 6M | +10.9% | +6.9% | +4.1% | +7.1% |
| YTD | +31.2% | +25.6% | +5.6% | +25.4% |
| 1Y | +67.9% | +49.2% | +18.8% | +58.3% |
| 3Y | +88.8% | +128.4% | -39.7% | +70.0% |
| All | +91.5% | -6.5% | +98.0% | +71.7% |
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