+78.3%
APO vs VALE
+36.6%
+41.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.6% |
| 7D | +3.5% | -1.5% | +5.0% | +3.9% |
| 30D | +4.4% | -15.6% | +20.0% | +9.2% |
| 3M | -12.1% | -19.5% | +7.5% | -7.0% |
| 6M | -7.2% | -31.9% | +24.6% | +2.7% |
| YTD | -15.1% | -11.0% | -4.2% | -14.1% |
| 1Y | -7.7% | -2.1% | -5.5% | -9.3% |
| 3Y | +49.6% | +1.4% | +48.2% | +41.7% |
| 5Y | +78.3% | +36.2% | +42.1% | +56.9% |
| All | +78.3% | +36.6% | +41.7% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling