-28.1%
KVYO vs POET
-17.3%
-10.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +19.0% | -19.5% | -0.8% |
| 7D | +2.8% | -2.5% | +5.3% | +2.8% |
| 30D | +19.0% | -31.7% | +50.6% | +19.6% |
| 3M | +23.8% | -40.6% | +64.4% | +24.7% |
| 6M | +31.0% | -47.8% | +78.8% | +30.0% |
| YTD | -36.2% | -19.9% | -16.3% | -42.1% |
| 1Y | -28.1% | -4.7% | -23.4% | -36.5% |
| All | -28.1% | -17.3% | -10.8% | -36.5% |
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 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