+160.2%
KNX vs POET
+30.3%
+129.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -1.7% |
| 7D | -5.6% | +0.4% | -6.0% | -5.6% |
| 30D | -4.4% | -10.4% | +6.0% | -4.1% |
| 3M | -17.3% | -29.3% | +12.0% | -16.6% |
| 6M | +22.6% | +6.9% | +15.8% | +20.1% |
| YTD | +31.1% | +25.6% | +5.6% | +27.4% |
| 1Y | +60.2% | +49.2% | +11.0% | +54.1% |
| 3Y | +35.8% | +128.4% | -92.7% | +25.5% |
| 5Y | +38.9% | -4.2% | +43.1% | +29.4% |
| All | +160.2% | +30.3% | +129.9% | +142.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling