+514.9%
MKSI vs POET
+30.3%
+484.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.7% |
| 7D | +2.7% | +0.4% | +2.3% | +2.6% |
| 30D | -12.8% | -10.4% | -2.4% | -12.0% |
| 3M | -22.5% | -29.3% | +6.8% | -20.4% |
| 6M | +19.4% | +6.9% | +12.5% | +13.5% |
| YTD | +67.7% | +25.6% | +42.1% | +56.5% |
| 1Y | +131.4% | +49.2% | +82.2% | +110.3% |
| 3Y | +197.3% | +128.4% | +68.9% | +144.9% |
| 5Y | +87.0% | -4.2% | +91.2% | +57.8% |
| All | +514.9% | +30.3% | +484.6% | +372.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling