-14.8%
KMB vs POET
+56.2%
-71.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +8.0% | -10.8% | -2.5% |
| 7D | -4.2% | +5.6% | -9.8% | -4.0% |
| 30D | -6.6% | -2.1% | -4.5% | -6.6% |
| 3M | +12.6% | -48.8% | +61.5% | +11.4% |
| 6M | +2.9% | +15.8% | -12.9% | +4.4% |
| YTD | +6.8% | +25.1% | -18.4% | +8.7% |
| 1Y | -14.8% | +50.6% | -65.3% | -12.6% |
| All | -14.8% | +56.2% | -71.0% | -12.6% |
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