-2.5%
APO vs VALE
-2.8%
+0.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | +5.8% | -3.2% | +8.9% | +6.3% |
| 30D | +8.9% | -15.1% | +24.0% | +11.2% |
| 3M | -13.6% | -18.7% | +5.1% | -11.4% |
| 6M | -5.4% | -31.5% | +26.1% | -0.6% |
| YTD | -13.6% | -11.4% | -2.2% | -13.6% |
| 1Y | -2.5% | -1.9% | -0.6% | -4.6% |
| All | -2.5% | -2.8% | +0.3% | -4.6% |
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