+114.2%
KMI vs POET
+120.8%
-6.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.4% |
| 7D | -1.7% | +0.4% | -2.1% | -1.7% |
| 30D | -2.7% | -10.4% | +7.6% | -2.6% |
| 3M | -0.7% | -29.3% | +28.7% | -0.2% |
| 6M | -5.0% | +6.9% | -11.8% | -6.4% |
| YTD | +15.5% | +25.6% | -10.1% | +13.1% |
| 1Y | +16.4% | +49.2% | -32.7% | +13.1% |
| 3Y | +114.2% | +128.4% | -14.3% | +108.8% |
| All | +114.2% | +120.8% | -6.7% | +108.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling