-1.9%
KWEB vs VALE
+45.4%
-47.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -14.8% |
| 3M | -7.4% | +2.0% | -9.4% | -9.1% |
| 6M | -19.3% | +2.1% | -21.4% | -21.3% |
| YTD | -27.8% | +20.2% | -48.0% | -37.8% |
| 1Y | -35.9% | +55.2% | -91.1% | -54.1% |
| 3Y | -1.9% | +45.9% | -47.8% | -28.8% |
| All | -1.9% | +45.4% | -47.3% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling