+853.3%
APO vs VALE
+204.8%
+648.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.9% |
| 7D | +5.8% | -3.2% | +8.9% | +6.9% |
| 30D | +8.9% | -15.1% | +24.0% | +14.7% |
| 3M | -13.6% | -18.7% | +5.1% | -8.0% |
| 6M | -5.4% | -31.5% | +26.1% | +6.3% |
| YTD | -13.6% | -11.4% | -2.2% | -12.0% |
| 1Y | -2.5% | -1.9% | -0.6% | -4.1% |
| 3Y | +50.9% | +1.7% | +49.2% | +43.7% |
| 5Y | +81.4% | +35.4% | +46.0% | +49.8% |
| All | +853.3% | +204.8% | +648.5% | +531.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling