+916.7%
APO vs VALE
+526.3%
+390.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -3.5% | -0.3% | -3.2% | -3.4% |
| 30D | -6.6% | +8.6% | -15.2% | -9.2% |
| 3M | -3.3% | +2.0% | -5.3% | -4.3% |
| 6M | +22.6% | +2.1% | +20.5% | +20.8% |
| YTD | -9.8% | +20.2% | -30.0% | -16.5% |
| 1Y | -3.9% | +55.2% | -59.0% | -18.5% |
| 3Y | +52.5% | +45.9% | +6.6% | +29.3% |
| 5Y | +134.0% | +41.4% | +92.6% | +92.3% |
| All | +916.7% | +526.3% | +390.3% | +446.4% |
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