+167.4%
VALE vs KEEL
+294.5%
-127.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | -0.5% |
| 7D | -0.3% | +2.9% | -3.1% | -0.4% |
| 30D | +8.6% | +0.8% | +7.8% | +8.3% |
| 3M | +2.0% | -35.3% | +37.3% | +3.7% |
| 6M | +2.1% | +59.4% | -57.3% | -1.9% |
| YTD | +20.2% | +51.9% | -31.7% | +15.3% |
| 1Y | +55.2% | +75.0% | -19.8% | +45.7% |
| 3Y | +45.9% | +224.5% | -178.7% | +26.5% |
| 5Y | +41.4% | -35.9% | +77.3% | +25.3% |
| All | +167.4% | +294.5% | -127.1% | +99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling