-64.3%
POET vs KIM
+11.6%
-75.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.0% |
| 7D | +1.2% | +0.1% | +1.1% | +1.3% |
| 30D | -12.2% | +14.1% | -26.3% | +8.6% |
| 3M | -42.4% | +6.0% | -48.4% | -37.6% |
| 6M | -64.3% | +13.2% | -77.5% | -53.7% |
| All | -64.3% | +11.6% | -75.9% | -53.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling