+63.2%
KKR vs POET
+120.8%
-57.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | 0.0% |
| 7D | -6.2% | +0.4% | -6.6% | -6.2% |
| 30D | -8.9% | -10.4% | +1.5% | -8.4% |
| 3M | +6.3% | -29.3% | +35.6% | +7.6% |
| 6M | +16.5% | +6.9% | +9.6% | +11.0% |
| YTD | -20.3% | +25.6% | -45.8% | -25.1% |
| 1Y | -29.8% | +49.2% | -78.9% | -35.2% |
| 3Y | +63.2% | +128.4% | -65.3% | +52.5% |
| All | +63.2% | +120.8% | -57.7% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling