-24.5%
KVUE vs POET
+97.8%
-122.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | 0.0% |
| 7D | -5.1% | +0.4% | -5.5% | -5.1% |
| 30D | -6.3% | -10.4% | +4.0% | -6.4% |
| 3M | -0.5% | -29.3% | +28.8% | -0.7% |
| 6M | +3.1% | +6.9% | -3.8% | +3.2% |
| YTD | +6.7% | +25.6% | -18.9% | +6.9% |
| 1Y | -1.1% | +49.2% | -50.3% | -0.7% |
| 3Y | -8.7% | +128.4% | -137.2% | -10.3% |
| All | -24.5% | +97.8% | -122.3% | -26.5% |
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