+244.7%
APLD vs VALE
-12.3%
+257.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.3% | +4.2% | +5.0% |
| 7D | +3.1% | +5.6% | -2.5% | -1.5% |
| 30D | -29.4% | -12.1% | -17.3% | -22.4% |
| 3M | -42.8% | -16.3% | -26.5% | -34.8% |
| 6M | -59.5% | -26.0% | -33.5% | -48.7% |
| YTD | -31.8% | -5.5% | -26.3% | -27.3% |
| 1Y | -46.0% | +6.7% | -52.7% | -47.8% |
| 3Y | +252.0% | +10.2% | +241.8% | +231.0% |
| All | +244.7% | -12.3% | +257.0% | +314.1% |
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