+103.5%
APLD vs VALE
+61.4%
+42.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.5% | +5.5% |
| 7D | +16.6% | +2.9% | +13.6% | +13.1% |
| 30D | -3.1% | +8.8% | -11.9% | -11.1% |
| 3M | -30.9% | +6.8% | -37.6% | -35.2% |
| 6M | +12.6% | +6.9% | +5.7% | +7.6% |
| YTD | +15.5% | +22.8% | -7.4% | +13.2% |
| 1Y | +103.5% | +61.3% | +42.3% | +66.9% |
| All | +103.5% | +61.4% | +42.1% | +66.9% |
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