-13.7%
KKR vs VALE
+3.0%
-16.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.1% | +1.5% | +5.1% |
| 7D | +8.9% | -0.3% | +9.3% | +8.9% |
| 30D | +12.7% | -19.2% | +31.9% | +15.3% |
| 3M | -6.2% | -20.7% | +14.6% | -3.9% |
| 6M | -1.5% | -25.8% | +24.2% | +2.0% |
| YTD | -20.1% | -9.8% | -10.3% | -21.7% |
| 1Y | -13.7% | +3.7% | -17.4% | -23.4% |
| All | -13.7% | +3.0% | -16.7% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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