-32.4%
ACHR vs VALE
+60.7%
-93.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -0.7% | +1.6% | -2.3% | -2.0% |
| 30D | +9.8% | +5.1% | +4.7% | +5.0% |
| 3M | -10.5% | -0.4% | -10.1% | -10.2% |
| 6M | -15.5% | -2.2% | -13.3% | -14.3% |
| YTD | -24.1% | +20.5% | -44.6% | -44.8% |
| 1Y | -32.4% | +61.2% | -93.6% | -69.9% |
| All | -32.4% | +60.7% | -93.1% | -69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling