+76.0%
KGC vs POET
-20.0%
+96.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +0.4% |
| 7D | -0.1% | +9.7% | -9.8% | -0.4% |
| 30D | +10.5% | -6.5% | +17.0% | +10.6% |
| 3M | +19.8% | -25.7% | +45.5% | +20.4% |
| 6M | -6.7% | +19.6% | -26.3% | -8.4% |
| YTD | +7.8% | +26.4% | -18.6% | +5.4% |
| 1Y | +35.7% | +50.1% | -14.4% | +31.6% |
| 3Y | +553.7% | +127.9% | +425.8% | +514.5% |
| 5Y | +461.7% | -5.9% | +467.6% | +431.0% |
| 10Y | +710.2% | +31.1% | +679.0% | +646.5% |
| All | +76.0% | -20.0% | +96.0% | +11.7% |
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