+52.0%
KR vs POET
-6.5%
+58.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +2.7% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | +5.1% | -10.4% | +15.4% | +5.1% |
| 3M | -8.2% | -29.3% | +21.2% | -7.9% |
| 6M | -18.0% | +6.9% | -24.8% | -19.0% |
| YTD | -4.8% | +25.6% | -30.4% | -6.3% |
| 1Y | -11.0% | +49.2% | -60.2% | -13.1% |
| 3Y | +37.7% | +128.4% | -90.8% | +30.1% |
| All | +52.0% | -6.5% | +58.5% | +45.1% |
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