-22.5%
KWEB vs VALE
+526.3%
-548.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -5.6% | -0.3% | -5.3% | -5.5% |
| 30D | -10.7% | +8.6% | -19.3% | -13.6% |
| 3M | -7.4% | +2.0% | -9.4% | -8.7% |
| 6M | -19.3% | +2.1% | -21.4% | -20.6% |
| YTD | -27.8% | +20.2% | -48.0% | -33.8% |
| 1Y | -35.9% | +55.2% | -91.1% | -47.0% |
| 3Y | -1.9% | +45.9% | -47.8% | -17.3% |
| 5Y | -43.2% | +41.4% | -84.6% | -52.6% |
| All | -22.5% | +526.3% | -548.9% | -56.1% |
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