+65.4%
KNX vs POET
+56.2%
+9.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.0% | -4.6% | +3.0% |
| 7D | +7.1% | +5.6% | +1.5% | +6.7% |
| 30D | +1.7% | -2.1% | +3.8% | +1.7% |
| 3M | -8.1% | -48.8% | +40.7% | -5.2% |
| 6M | +14.0% | +15.8% | -1.8% | +9.7% |
| YTD | +38.5% | +25.1% | +13.4% | +31.7% |
| 1Y | +65.4% | +50.6% | +14.8% | +60.6% |
| All | +65.4% | +56.2% | +9.2% | +60.6% |
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