+294.5%
KEEL vs POET
+148.4%
+146.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +2.9% |
| 7D | +2.9% | +0.4% | +2.5% | +2.9% |
| 30D | +0.8% | -10.4% | +11.2% | +3.2% |
| 3M | -35.3% | -29.3% | -6.0% | -31.3% |
| 6M | +59.4% | +6.9% | +52.5% | +47.2% |
| YTD | +51.9% | +25.6% | +26.3% | +36.1% |
| 1Y | +75.0% | +49.2% | +25.8% | +52.3% |
| 3Y | +224.5% | +128.4% | +96.1% | +146.6% |
| 5Y | -35.9% | -4.2% | -31.7% | -48.6% |
| All | +294.5% | +148.4% | +146.0% | +274.2% |
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 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