-11.4%
RKT vs POET
-6.5%
-5.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.4% |
| 7D | -6.3% | +0.4% | -6.6% | -6.3% |
| 30D | -6.2% | -10.4% | +4.2% | -5.6% |
| 3M | -1.9% | -29.3% | +27.5% | -0.3% |
| 6M | -13.0% | +6.9% | -19.9% | -17.3% |
| YTD | -31.9% | +25.6% | -57.5% | -36.3% |
| 1Y | -37.6% | +49.2% | -86.7% | -43.0% |
| 3Y | +36.8% | +128.4% | -91.6% | +12.6% |
| All | -11.4% | -6.5% | -5.0% | -22.5% |
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 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