+1,688.1%
KKR vs VALE
+68.2%
+1,619.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.3% |
| 7D | -2.2% | -1.8% | -0.4% | -1.7% |
| 30D | +0.3% | +6.7% | -6.4% | -1.8% |
| 3M | +8.8% | +4.9% | +3.9% | +6.9% |
| 6M | +14.9% | +3.6% | +11.3% | +13.0% |
| YTD | -17.9% | +21.9% | -39.8% | -23.5% |
| 1Y | -23.7% | +61.6% | -85.2% | -34.6% |
| 3Y | +69.1% | +52.1% | +16.9% | +45.3% |
| 5Y | +72.6% | +43.2% | +29.4% | +45.5% |
| 10Y | +728.2% | +521.5% | +206.7% | +324.3% |
| All | +1,688.1% | +68.2% | +1,619.9% | +1,388.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling