+108.2%
KMI vs POET
+140.9%
-32.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.5% |
| 3M | -0.7% | -29.3% | +28.7% | +0.1% |
| 6M | -5.0% | +6.9% | -11.8% | -7.6% |
| YTD | +15.5% | +25.6% | -10.1% | +11.2% |
| 1Y | +16.4% | +49.2% | -32.7% | +10.6% |
| 3Y | +114.2% | +128.4% | -14.3% | +91.3% |
| 5Y | +153.3% | -4.2% | +157.5% | +129.8% |
| 10Y | +132.4% | +30.3% | +102.1% | +96.3% |
| All | +108.2% | +140.9% | -32.7% | +70.3% |
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