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Collecting data for BLUEX and WWNPX ...

Asset Comparison and Correlation

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Investment horizon: 
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 Brandywine Blue  vs   Kinetics Paradigm No Load
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Daily Returns (%)
BLUEX   WWNPX   
 
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Assuming 30 trading days horizon, Brandywine is expected to generate 1.12 times less return on investment than Kinetics. In addition to that, Brandywine is 1.56 times more volatile than Kinetics Paradigm No Load. It trades about 0.63 of its total potential returns per unit of risk. Kinetics Paradigm No Load is currently generating about 1.09 per unit of volatility. If you would invest  2,728  in Kinetics Paradigm No Load on April 19, 2013 and sell it today you would earn a total of  265.00  from holding Kinetics Paradigm No Load or generate 9.71% return on investment over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding Brandywine Blue and Kinetics Paradigm No Load in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.64
Parameters
Time Period1 Month [change]
DirectionPositive WWNPX Moved Up vs BLUEX
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
BLUEX   WWNPX   

Brandywine Blue

Alpha
 
Profile
    
Brandywine
Performance
34
Out Of
100
Over 30
Days
?
66% of all equities and portfolios perform better than Brandywine Blue. Compared with the overall equity markets, risk-adjusted returns on investments in Brandywine Blue are ranked lower than 34 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Brandywine

American Funds Growth Fund of Amer A vs. Brandywine Blue
American Funds Growth Fund of Amer F1 vs. Brandywine Blue
American Funds Growth Fund of Amer R3 vs. Brandywine Blue
American Funds Growth Fund of Amer R2 vs. Brandywine Blue
American Funds Growth Fund of Amer R6 vs. Brandywine Blue
American Funds Growth Fund of Amer R1 vs. Brandywine Blue
American Funds Growth Fund of Amer C vs. Brandywine Blue
American Funds Growth Fund of Amer B vs. Brandywine Blue
American Funds Growth Fund of Amer 529B vs. Brandywine Blue
American Funds Growth Fund of Amer F2 vs. Brandywine Blue
  

Kinetics Paradigm No Load

Alpha
 
Profile
    
Kinetics
Performance
59
Out Of
100
Over 30
Days
?
41% of all equities and portfolios perform better than Kinetics Paradigm No Load. Compared with the overall equity markets, risk-adjusted returns on investments in Kinetics Paradigm No Load are ranked lower than 59 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Kinetics

American Funds Capital World G-I R6 vs. Kinetics Paradigm No Load
American Funds Capital World G-I R2 vs. Kinetics Paradigm No Load
American Funds Capital World G-I R3 vs. Kinetics Paradigm No Load
American Funds Capital World G-I 529B vs. Kinetics Paradigm No Load
American Funds Capital World G-I R4 vs. Kinetics Paradigm No Load
American Funds Capital World G-I 529E vs. Kinetics Paradigm No Load
American Funds Capital World G-I 529F vs. Kinetics Paradigm No Load
American Funds Capital World G-I F2 vs. Kinetics Paradigm No Load
American Funds Capital World G-I 529A vs. Kinetics Paradigm No Load
American Funds Capital World G-I R1 vs. Kinetics Paradigm No Load


 
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