-8.4%
POET vs KIM
+35.1%
-43.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.7% |
| 7D | +3.7% | -1.5% | +5.2% | +4.1% |
| 30D | -11.5% | -1.7% | -9.8% | -11.1% |
| 3M | -30.8% | -7.1% | -23.6% | -29.8% |
| 6M | +8.6% | +2.9% | +5.7% | +5.6% |
| YTD | +20.1% | +18.8% | +1.2% | +10.4% |
| 1Y | +35.7% | +9.4% | +26.3% | +28.7% |
| 3Y | +116.5% | +44.6% | +71.9% | +91.6% |
| 5Y | -8.4% | +37.9% | -46.4% | -14.3% |
| All | -8.4% | +35.1% | -43.5% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 5y: compounded portfolio wealth divided by compounded KIM 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…
5y analysis · Full analysis span regression · 6 months rolling