+12.5%
RIVN vs POET
-21.9%
+34.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.1% | +9.9% | +6.2% |
| 7D | +20.5% | -16.4% | +36.9% | +22.5% |
| 30D | -3.7% | -37.5% | +33.8% | +0.9% |
| 3M | -10.8% | -43.1% | +32.3% | -6.0% |
| 6M | -3.1% | -31.4% | +28.3% | +1.6% |
| YTD | -28.7% | -22.9% | -5.8% | -30.9% |
| 1Y | +12.5% | -18.0% | +30.5% | +5.2% |
| All | +12.5% | -21.9% | +34.4% | +5.2% |
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