+96.0%
KEYS vs POET
+56.2%
+39.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.0% | -6.6% | +0.5% |
| 7D | +2.3% | +5.6% | -3.3% | +1.6% |
| 30D | -2.6% | -2.1% | -0.5% | -2.5% |
| 3M | -4.6% | -48.8% | +44.2% | +0.1% |
| 6M | +8.7% | +15.8% | -7.1% | -1.6% |
| YTD | +61.0% | +25.1% | +35.9% | +42.5% |
| 1Y | +96.0% | +50.6% | +45.4% | +77.2% |
| All | +96.0% | +56.2% | +39.8% | +77.2% |
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 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