+169.5%
KDP vs POET
+30.3%
+139.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.3% |
| 7D | -3.7% | +0.4% | -4.1% | -3.7% |
| 30D | +6.2% | -10.4% | +16.6% | +6.4% |
| 3M | +1.2% | -29.3% | +30.6% | +1.7% |
| 6M | +15.3% | +6.9% | +8.5% | +12.9% |
| YTD | +14.8% | +25.6% | -10.8% | +11.6% |
| 1Y | +17.6% | +49.2% | -31.6% | +13.1% |
| 3Y | +2.1% | +128.4% | -126.3% | -7.0% |
| 5Y | +2.7% | -4.2% | +7.0% | -4.8% |
| All | +169.5% | +30.3% | +139.2% | +113.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling