+61.2%
VALE vs AHR
+33.1%
+28.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.2% |
| 7D | +1.6% | -1.5% | +3.1% | +1.7% |
| 30D | +5.1% | -1.4% | +6.5% | +5.2% |
| 3M | -0.4% | +18.6% | -19.0% | -1.9% |
| 6M | -2.2% | +6.6% | -8.8% | -2.2% |
| YTD | +20.5% | +17.5% | +3.1% | +20.3% |
| 1Y | +61.2% | +30.9% | +30.3% | +54.9% |
| All | +61.2% | +33.1% | +28.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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