+3.7%
VALE vs KEEL
-45.0%
+48.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.1% | +8.2% | +4.4% |
| 7D | -0.3% | -13.6% | +13.2% | +0.8% |
| 30D | -19.2% | -39.1% | +19.9% | -15.7% |
| 3M | -20.7% | -48.9% | +28.2% | -16.4% |
| 6M | -25.8% | -35.4% | +9.6% | -24.8% |
| YTD | -9.8% | -10.6% | +0.9% | -12.9% |
| 1Y | +3.7% | -45.3% | +49.0% | +2.5% |
| All | +3.7% | -45.0% | +48.6% | +2.5% |
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