+660.5%
KGC vs POET
+30.3%
+630.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.5% |
| 7D | -5.6% | +0.4% | -6.0% | -5.7% |
| 30D | +6.1% | -10.4% | +16.5% | +6.6% |
| 3M | +17.3% | -29.3% | +46.7% | +18.7% |
| 6M | -10.3% | +6.9% | -17.1% | -12.9% |
| YTD | +3.9% | +25.6% | -21.7% | -0.3% |
| 1Y | +25.7% | +49.2% | -23.4% | +19.0% |
| 3Y | +526.0% | +128.4% | +397.5% | +459.6% |
| 5Y | +455.5% | -4.2% | +459.7% | +401.3% |
| All | +660.5% | +30.3% | +630.2% | +549.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling