-31.5%
RIVN vs POET
+120.8%
-152.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.5% |
| 7D | +1.8% | +0.4% | +1.5% | +1.8% |
| 30D | +0.6% | -10.4% | +11.0% | +1.3% |
| 3M | +3.2% | -29.3% | +32.5% | +5.1% |
| 6M | -3.7% | +6.9% | -10.6% | -7.5% |
| YTD | -18.7% | +25.6% | -44.3% | -23.1% |
| 1Y | +14.7% | +49.2% | -34.4% | +5.8% |
| 3Y | -31.5% | +128.4% | -160.0% | -53.5% |
| All | -31.5% | +120.8% | -152.4% | -53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling