+36.8%
RKT vs POET
+120.8%
-84.0%
-50.6%
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% | -0.3% |
| 7D | -6.3% | +0.4% | -6.6% | -6.3% |
| 30D | -6.2% | -10.4% | +4.2% | -5.7% |
| 3M | -1.9% | -29.3% | +27.5% | -0.6% |
| 6M | -13.0% | +6.9% | -19.9% | -16.2% |
| YTD | -31.9% | +25.6% | -57.5% | -35.1% |
| 1Y | -37.6% | +49.2% | -86.7% | -41.5% |
| 3Y | +36.8% | +128.4% | -91.6% | +12.0% |
| All | +36.8% | +120.8% | -84.0% | +12.0% |
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 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