+61.2%
VALE vs AMCR
+11.5%
+49.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | +0.3% |
| 7D | +1.6% | -3.3% | +4.9% | +2.9% |
| 30D | +5.1% | -5.4% | +10.6% | +7.2% |
| 3M | -0.4% | +20.0% | -20.4% | -8.2% |
| 6M | -2.2% | 0.0% | -2.3% | -4.7% |
| YTD | +20.5% | +11.5% | +9.0% | +16.3% |
| 1Y | +61.2% | +11.4% | +49.8% | +55.8% |
| All | +61.2% | +11.5% | +49.7% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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