+38.7%
BKR vs POET
-20.5%
+59.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.8% |
| 7D | -7.0% | +0.4% | -7.4% | -7.0% |
| 30D | -8.1% | -10.4% | +2.3% | -7.7% |
| 3M | -6.6% | -29.3% | +22.7% | -5.6% |
| 6M | +0.9% | +6.9% | -6.0% | -2.6% |
| YTD | +31.1% | +25.6% | +5.5% | +25.2% |
| 1Y | +27.7% | +49.2% | -21.4% | +19.9% |
| 3Y | +71.2% | +128.4% | -57.2% | +49.7% |
| 5Y | +177.6% | -4.2% | +181.9% | +147.3% |
| 10Y | +122.7% | +30.3% | +92.3% | +83.0% |
| All | +38.7% | -20.5% | +59.2% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling