+35.8%
KNX vs POET
+120.8%
-85.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -1.8% |
| 7D | -5.6% | +0.4% | -6.0% | -5.6% |
| 30D | -4.4% | -10.4% | +6.0% | -4.0% |
| 3M | -17.3% | -29.3% | +12.0% | -16.4% |
| 6M | +22.6% | +6.9% | +15.8% | +19.2% |
| YTD | +31.1% | +25.6% | +5.6% | +26.2% |
| 1Y | +60.2% | +49.2% | +11.0% | +52.1% |
| 3Y | +35.8% | +128.4% | -92.7% | +23.3% |
| All | +35.8% | +120.8% | -85.1% | +23.3% |
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 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