+219.9%
KMB vs POET
-20.0%
+239.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.4% | -4.1% |
| 7D | -8.6% | +9.7% | -18.3% | -8.7% |
| 30D | -7.5% | -6.5% | -1.0% | -7.5% |
| 3M | -0.6% | -25.7% | +25.1% | -0.5% |
| 6M | -1.5% | +19.6% | -21.1% | -2.5% |
| YTD | +1.6% | +26.4% | -24.8% | +0.4% |
| 1Y | -20.8% | +50.1% | -70.9% | -22.1% |
| 3Y | -12.4% | +127.9% | -140.3% | -15.6% |
| 5Y | -12.9% | -5.9% | -7.1% | -15.8% |
| 10Y | +14.7% | +31.1% | -16.4% | +8.4% |
| All | +219.9% | -20.0% | +239.9% | +183.4% |
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 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