+3.7%
VALE vs AFRM
+8.5%
-4.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.0% | -0.9% | +3.6% |
| 7D | -0.3% | +3.1% | -3.4% | -0.6% |
| 30D | -19.2% | +1.1% | -20.3% | -19.4% |
| 3M | -20.7% | -3.2% | -17.5% | -20.7% |
| 6M | -25.8% | +12.7% | -38.5% | -27.0% |
| YTD | -9.8% | +1.6% | -11.3% | -11.9% |
| 1Y | +3.7% | +5.9% | -2.2% | +1.1% |
| All | +3.7% | +8.5% | -4.9% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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