+47.9%
POET vs KRMN
+14.6%
+33.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -4.2% |
| 7D | +3.7% | -15.1% | +18.8% | +9.4% |
| 30D | -11.5% | -44.5% | +33.0% | +7.7% |
| 3M | -30.8% | -25.0% | -5.8% | -24.8% |
| 6M | +8.6% | -66.5% | +75.1% | +55.0% |
| YTD | +20.1% | -53.0% | +73.1% | +43.2% |
| 1Y | +35.7% | -44.7% | +80.4% | +55.2% |
| All | +47.9% | +14.6% | +33.2% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 all: compounded portfolio wealth divided by compounded KRMN 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…
all analysis · Full analysis span regression · 6 months rolling