+20.4%
KEY vs POET
+56.2%
-35.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.8% | 0.0% |
| 7D | +2.2% | +5.6% | -3.4% | +2.0% |
| 30D | -3.0% | -2.1% | -0.9% | -3.0% |
| 3M | +3.3% | -48.8% | +52.2% | +4.9% |
| 6M | +9.2% | +15.8% | -6.6% | +1.5% |
| YTD | +10.6% | +25.1% | -14.5% | +1.4% |
| 1Y | +20.4% | +50.6% | -30.2% | +11.8% |
| All | +20.4% | +56.2% | -35.8% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling