-3.9%
APO vs VALE
+57.8%
-61.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -3.5% | -0.3% | -3.2% | -3.5% |
| 30D | -6.6% | +8.6% | -15.2% | -7.9% |
| 3M | -3.3% | +2.0% | -5.3% | -3.6% |
| 6M | +22.6% | +2.1% | +20.5% | +22.9% |
| YTD | -9.8% | +20.2% | -30.0% | -15.1% |
| 1Y | -3.9% | +55.2% | -59.0% | -20.1% |
| All | -3.9% | +57.8% | -61.7% | -20.1% |
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 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