+7,986.6%
KLAC vs POET
-20.5%
+8,007.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.7% | +1.7% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | -13.2% | -10.4% | -2.8% | -12.7% |
| 3M | -25.0% | -29.3% | +4.3% | -23.9% |
| 6M | +23.6% | +6.9% | +16.7% | +21.1% |
| YTD | +49.2% | +25.6% | +23.6% | +45.0% |
| 1Y | +89.3% | +49.2% | +40.2% | +81.6% |
| 3Y | +274.4% | +128.4% | +145.9% | +241.2% |
| 5Y | +440.9% | -4.2% | +445.2% | +398.8% |
| 10Y | +2,947.7% | +30.3% | +2,917.3% | +2,583.1% |
| All | +7,986.6% | -20.5% | +8,007.1% | +6,707.0% |
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