+696.7%
KKR vs VALE
+526.3%
+170.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | +8.6% | -17.5% | -11.3% |
| 3M | +6.3% | +2.0% | +4.3% | +5.2% |
| 6M | +16.5% | +2.1% | +14.3% | +14.9% |
| YTD | -20.3% | +20.2% | -40.5% | -25.8% |
| 1Y | -29.8% | +55.2% | -84.9% | -39.8% |
| 3Y | +63.2% | +45.9% | +17.3% | +40.2% |
| 5Y | +68.0% | +41.4% | +26.6% | +40.3% |
| All | +696.7% | +526.3% | +170.4% | +333.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling