+224.5%
KEEL vs POET
+120.8%
+103.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +2.8% |
| 7D | +2.9% | +0.4% | +2.5% | +2.9% |
| 30D | +0.8% | -10.4% | +11.2% | +3.6% |
| 3M | -35.3% | -29.3% | -6.0% | -30.8% |
| 6M | +59.4% | +6.9% | +52.5% | +44.8% |
| YTD | +51.9% | +25.6% | +26.3% | +33.1% |
| 1Y | +75.0% | +49.2% | +25.8% | +49.1% |
| 3Y | +224.5% | +128.4% | +96.1% | +160.3% |
| All | +224.5% | +120.8% | +103.7% | +160.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling