-100.0%
VIVK vs POET
+56.2%
-156.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +8.0% | -20.4% | -12.4% |
| 7D | -1.4% | +5.6% | -7.0% | -1.5% |
| 30D | -43.6% | -2.1% | -41.5% | -43.6% |
| 3M | -95.1% | -48.8% | -46.3% | -95.1% |
| 6M | -98.2% | +15.8% | -114.0% | -98.5% |
| YTD | -97.9% | +25.1% | -123.0% | -98.2% |
| 1Y | -100.0% | +50.6% | -150.5% | -100.0% |
| All | -100.0% | +56.2% | -156.2% | -100.0% |
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 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