+38.7%
KNX vs POET
-6.5%
+45.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.3% |
| 6M | +22.6% | +6.9% | +15.8% | +18.9% |
| YTD | +31.1% | +25.6% | +5.6% | +25.7% |
| 1Y | +60.2% | +49.2% | +11.0% | +51.3% |
| 3Y | +35.8% | +128.4% | -92.7% | +21.9% |
| All | +38.7% | -6.5% | +45.2% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling