-4.3%
KGC vs POET
-21.9%
+17.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.1% | +11.6% | +7.8% |
| 7D | -6.8% | -16.4% | +9.6% | -5.4% |
| 30D | -9.2% | -37.5% | +28.4% | -5.8% |
| 3M | -9.1% | -43.1% | +33.9% | -5.3% |
| 6M | -25.7% | -31.4% | +5.7% | -24.1% |
| YTD | -23.6% | -22.9% | -0.7% | -27.1% |
| 1Y | -4.3% | -18.0% | +13.7% | -8.9% |
| All | -4.3% | -21.9% | +17.6% | -8.9% |
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