+88,057.3%
AAPL vs VALE
+2,275.1%
+85,782.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +0.1% | +1.6% | -1.5% | -0.4% |
| 30D | +3.0% | +5.1% | -2.2% | +1.5% |
| 3M | +2.9% | -0.4% | +3.3% | +2.6% |
| 6M | +22.1% | -2.2% | +24.3% | +22.0% |
| YTD | +18.0% | +20.5% | -2.5% | +11.0% |
| 1Y | +33.9% | +61.2% | -27.2% | +16.5% |
| 3Y | +71.2% | +43.1% | +28.0% | +51.4% |
| 5Y | +112.6% | +34.0% | +78.6% | +82.9% |
| 10Y | +1,198.8% | +469.7% | +729.1% | +585.6% |
| All | +88,057.3% | +2,275.1% | +85,782.2% | +23,721.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling