+43.5%
KDP vs POET
-21.9%
+65.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.1% | +10.0% | +5.9% |
| 7D | +5.3% | -16.4% | +21.8% | +5.3% |
| 30D | +19.1% | -37.5% | +56.6% | +19.2% |
| 3M | +19.2% | -43.1% | +62.2% | +19.3% |
| 6M | +29.3% | -31.4% | +60.6% | +26.8% |
| YTD | +35.5% | -22.9% | +58.4% | +31.5% |
| 1Y | +43.5% | -18.0% | +61.5% | +39.0% |
| All | +43.5% | -21.9% | +65.4% | +39.0% |
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