+2,896.3%
KLAC vs POET
+30.3%
+2,866.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.7% | +1.6% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | -13.2% | -10.4% | -2.8% | -12.5% |
| 3M | -25.0% | -29.3% | +4.3% | -23.3% |
| 6M | +23.6% | +6.9% | +16.7% | +19.6% |
| YTD | +49.2% | +25.6% | +23.6% | +42.6% |
| 1Y | +89.3% | +49.2% | +40.2% | +77.2% |
| 3Y | +274.4% | +128.4% | +145.9% | +225.5% |
| 5Y | +440.9% | -4.2% | +445.2% | +377.8% |
| All | +2,896.3% | +30.3% | +2,866.0% | +2,554.9% |
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 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