+61.2%
VALE vs KEEL
+169.0%
-107.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.8% | -0.5% |
| 7D | +1.6% | +7.8% | -6.2% | +1.0% |
| 30D | +5.1% | -11.7% | +16.8% | +5.7% |
| 3M | -0.4% | -41.5% | +41.1% | +2.6% |
| 6M | -2.2% | +54.9% | -57.1% | -6.6% |
| YTD | +20.5% | +47.7% | -27.1% | +14.8% |
| 1Y | +61.2% | +177.6% | -116.4% | +53.6% |
| All | +61.2% | +169.0% | -107.8% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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