+2,275.1%
VALE vs KGC
+1,010.8%
+1,264.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | +1.6% | -1.3% | +2.9% | +1.9% |
| 30D | +5.1% | +20.3% | -15.2% | -0.3% |
| 3M | -0.4% | +8.1% | -8.5% | -3.1% |
| 6M | -2.2% | -8.8% | +6.6% | -0.9% |
| YTD | +20.5% | +10.1% | +10.5% | +15.7% |
| 1Y | +61.2% | +44.2% | +17.0% | +42.8% |
| 3Y | +43.1% | +533.0% | -489.9% | -17.5% |
| 5Y | +34.0% | +443.0% | -409.0% | -22.0% |
| 10Y | +469.7% | +678.6% | -208.9% | +159.0% |
| All | +2,275.1% | +1,010.8% | +1,264.3% | +1,004.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 all: compounded portfolio wealth divided by compounded KGC 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…
all analysis · Full analysis span regression · 6 months rolling