+465.7%
KO vs POET
-24.0%
+489.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.4% |
| 7D | -1.1% | +3.7% | -4.8% | -1.1% |
| 30D | +1.6% | -11.5% | +13.1% | +1.6% |
| 3M | +5.8% | -30.8% | +36.5% | +5.9% |
| 6M | +14.3% | +8.6% | +5.7% | +13.4% |
| YTD | +27.3% | +20.1% | +7.3% | +26.1% |
| 1Y | +33.2% | +35.7% | -2.5% | +31.4% |
| 3Y | +64.5% | +116.5% | -52.1% | +59.3% |
| 5Y | +83.1% | -8.4% | +91.5% | +78.0% |
| 10Y | +183.9% | +24.6% | +159.3% | +171.2% |
| All | +465.7% | -24.0% | +489.7% | +449.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling