+296.7%
KRE vs POET
-20.5%
+317.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -1.8% | +0.4% | -2.2% | -1.8% |
| 30D | -4.5% | -10.4% | +5.9% | -4.3% |
| 3M | +2.7% | -29.3% | +32.1% | +3.3% |
| 6M | +16.9% | +6.9% | +10.0% | +14.1% |
| YTD | +15.4% | +25.6% | -10.2% | +11.9% |
| 1Y | +16.1% | +49.2% | -33.1% | +11.5% |
| 3Y | +85.7% | +128.4% | -42.7% | +70.6% |
| 5Y | +33.3% | -4.2% | +37.5% | +23.7% |
| 10Y | +123.3% | +30.3% | +93.0% | +100.7% |
| All | +296.7% | -20.5% | +317.2% | +268.2% |
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