+61.3%
VALE vs AFRM
-17.6%
+78.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | +2.9% | +3.1% | -0.1% | +2.6% |
| 30D | +8.8% | -4.2% | +13.0% | +9.1% |
| 3M | +6.8% | +10.1% | -3.3% | +5.5% |
| 6M | +6.9% | +39.4% | -32.5% | +2.5% |
| YTD | +22.8% | -3.2% | +26.0% | +20.9% |
| 1Y | +61.3% | -16.1% | +77.3% | +59.0% |
| All | +61.3% | -17.6% | +78.8% | +59.0% |
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