+64.9%
BKR vs POET
+114.7%
-49.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.5% | +2.7% | -3.6% |
| 7D | -10.6% | -6.2% | -4.4% | -10.3% |
| 30D | -12.4% | -22.4% | +10.0% | -11.5% |
| 3M | -9.7% | -40.7% | +31.0% | -8.1% |
| 6M | +5.4% | +8.8% | -3.4% | +1.8% |
| YTD | +26.0% | +17.4% | +8.7% | +20.9% |
| 1Y | +24.0% | +41.8% | -17.8% | +17.0% |
| 3Y | +64.9% | +114.1% | -49.2% | +62.7% |
| All | +64.9% | +114.7% | -49.9% | +62.7% |
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