+482.2%
KORU vs POET
+56.2%
+425.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +8.0% | +5.4% | +9.9% |
| 7D | +13.0% | +5.6% | +7.4% | +10.8% |
| 30D | +27.3% | -2.1% | +29.4% | +30.0% |
| 3M | -55.3% | -48.8% | -6.4% | -38.6% |
| 6M | +11.6% | +15.8% | -4.2% | +12.4% |
| YTD | +158.5% | +25.1% | +133.4% | +152.6% |
| 1Y | +482.2% | +50.6% | +431.6% | +464.9% |
| All | +482.2% | +56.2% | +425.9% | +464.9% |
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