+1.8%
KDP vs POET
-6.5%
+8.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.2% |
| 7D | -3.7% | +0.4% | -4.1% | -3.7% |
| 30D | +6.2% | -10.4% | +16.6% | +6.2% |
| 3M | +1.2% | -29.3% | +30.6% | +1.4% |
| 6M | +15.3% | +6.9% | +8.5% | +14.7% |
| YTD | +14.8% | +25.6% | -10.8% | +14.0% |
| 1Y | +17.6% | +49.2% | -31.6% | +16.5% |
| 3Y | +2.1% | +128.4% | -126.3% | -0.4% |
| All | +1.8% | -6.5% | +8.3% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling