+1,275.7%
KDP vs POET
-16.9%
+1,292.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.2% |
| 7D | +2.1% | +17.0% | -15.0% | +1.9% |
| 30D | +8.5% | -6.7% | +15.2% | +8.5% |
| 3M | +6.6% | -32.3% | +38.9% | +6.9% |
| 6M | +17.1% | +32.3% | -15.3% | +15.6% |
| YTD | +19.0% | +31.3% | -12.2% | +17.4% |
| 1Y | +21.8% | +55.3% | -33.6% | +19.6% |
| 3Y | +6.4% | +136.8% | -130.3% | +2.1% |
| 5Y | +5.1% | -2.2% | +7.4% | +1.4% |
| 10Y | +175.8% | +34.0% | +141.8% | +157.6% |
| All | +1,275.7% | -16.9% | +1,292.6% | +1,174.7% |
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 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