-35.9%
KWEB vs POET
+40.7%
-76.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -4.0% | +0.5% |
| 7D | -5.6% | +0.4% | -5.9% | -5.6% |
| 30D | -10.7% | -10.4% | -0.3% | -10.5% |
| 3M | -7.4% | -29.3% | +21.9% | -6.7% |
| 6M | -19.3% | +6.9% | -26.2% | -22.4% |
| YTD | -27.8% | +25.6% | -53.3% | -31.5% |
| 1Y | -35.9% | +49.2% | -85.1% | -37.7% |
| All | -35.9% | +40.7% | -76.6% | -37.7% |
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