+248.5%
KEY vs POET
-20.8%
+269.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.8% | +0.1% |
| 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% | +4.7% |
| 6M | +9.2% | +15.8% | -6.6% | +6.5% |
| YTD | +10.6% | +25.1% | -14.5% | +7.5% |
| 1Y | +20.4% | +50.6% | -30.2% | +15.9% |
| 3Y | +121.8% | +107.9% | +14.0% | +105.3% |
| 5Y | +41.1% | -11.0% | +52.1% | +31.7% |
| 10Y | +168.5% | +25.7% | +142.8% | +145.4% |
| All | +248.5% | -20.8% | +269.3% | +247.1% |
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