+1,278.0%
AAPL vs VALE
+526.3%
+751.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +3.8% | -0.3% | +4.1% | +3.9% |
| 30D | +9.9% | +8.6% | +1.3% | +7.7% |
| 3M | +12.5% | +2.0% | +10.5% | +11.6% |
| 6M | +27.6% | +2.1% | +25.5% | +26.2% |
| YTD | +22.6% | +20.2% | +2.3% | +15.9% |
| 1Y | +45.0% | +55.2% | -10.2% | +28.6% |
| 3Y | +87.8% | +45.9% | +41.9% | +66.5% |
| 5Y | +128.7% | +41.4% | +87.3% | +96.5% |
| All | +1,278.0% | +526.3% | +751.7% | +823.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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