+503.8%
APP vs VALE
-0.5%
+504.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -1.9% |
| 7D | +10.6% | -1.5% | +12.0% | +11.2% |
| 30D | +44.6% | -15.6% | +60.2% | +52.3% |
| 3M | +29.6% | -19.5% | +49.1% | +38.1% |
| 6M | -19.8% | -31.9% | +12.1% | -10.0% |
| YTD | -41.6% | -11.0% | -30.6% | -39.9% |
| 1Y | -32.7% | -2.1% | -30.6% | -32.9% |
| 3Y | +799.0% | +1.4% | +797.6% | +765.1% |
| 5Y | +250.4% | +36.2% | +214.2% | +198.4% |
| All | +503.8% | -0.5% | +504.3% | +458.1% |
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 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