+229.3%
APLD vs VALE
-17.8%
+247.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -5.4% |
| 7D | +2.7% | -3.2% | +5.9% | +5.4% |
| 30D | -21.4% | -15.1% | -6.4% | -11.5% |
| 3M | -47.8% | -18.7% | -29.1% | -39.2% |
| 6M | -64.9% | -31.5% | -33.4% | -52.9% |
| YTD | -34.9% | -11.4% | -23.4% | -27.0% |
| 1Y | -30.7% | -1.9% | -28.9% | -28.5% |
| 3Y | +305.3% | +1.7% | +303.6% | +304.5% |
| All | +229.3% | -17.8% | +247.0% | +315.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling