+40.9%
VALE vs KEEL
-34.6%
+75.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | -0.6% |
| 7D | -0.3% | +2.9% | -3.1% | -0.5% |
| 30D | +8.6% | +0.8% | +7.8% | +8.2% |
| 3M | +2.0% | -35.3% | +37.3% | +4.3% |
| 6M | +2.1% | +59.4% | -57.3% | -3.5% |
| YTD | +20.2% | +51.9% | -31.7% | +13.3% |
| 1Y | +55.2% | +75.0% | -19.8% | +41.7% |
| 3Y | +45.9% | +224.5% | -178.7% | +16.5% |
| All | +40.9% | -34.6% | +75.5% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling