+89.3%
KLAC vs POET
+40.7%
+48.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.7% | +1.3% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | -13.2% | -10.4% | -2.8% | -11.9% |
| 3M | -25.0% | -29.3% | +4.3% | -22.1% |
| 6M | +23.6% | +6.9% | +16.7% | +17.7% |
| YTD | +49.2% | +25.6% | +23.6% | +38.7% |
| 1Y | +89.3% | +49.2% | +40.2% | +81.4% |
| All | +89.3% | +40.7% | +48.6% | +81.4% |
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