+39.5%
KEY vs POET
-11.6%
+51.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.2% |
| 7D | -1.8% | +3.7% | -5.4% | -2.0% |
| 30D | -3.3% | -11.5% | +8.2% | -2.9% |
| 3M | -0.2% | -30.8% | +30.6% | +0.9% |
| 6M | +12.1% | +8.6% | +3.6% | +6.6% |
| YTD | +8.4% | +20.1% | -11.7% | +2.0% |
| 1Y | +17.6% | +35.7% | -18.1% | +8.9% |
| 3Y | +123.3% | +116.5% | +6.8% | +89.8% |
| 5Y | +39.5% | -8.4% | +48.0% | +22.8% |
| All | +39.5% | -11.6% | +51.1% | +22.8% |
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 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