+40.9%
KNX vs POET
-21.9%
+62.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | -0.4% |
| 7D | +2.5% | -16.4% | +18.9% | +3.6% |
| 30D | -4.4% | -37.5% | +33.1% | -1.6% |
| 3M | -12.7% | -43.1% | +30.4% | -9.8% |
| 6M | +0.9% | -31.4% | +32.3% | +3.5% |
| YTD | +20.3% | -22.9% | +43.2% | +17.6% |
| 1Y | +40.9% | -18.0% | +58.9% | +35.4% |
| All | +40.9% | -21.9% | +62.9% | +35.4% |
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 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