+3.7%
VALE vs ARMK
+41.1%
-37.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.2% | +8.3% | +4.7% |
| 7D | -0.3% | -5.8% | +5.5% | +0.5% |
| 30D | -19.2% | -5.3% | -14.0% | -18.6% |
| 3M | -20.7% | -6.7% | -14.0% | -20.1% |
| 6M | -25.8% | +17.4% | -43.1% | -30.5% |
| YTD | -9.8% | +43.0% | -52.8% | -20.2% |
| 1Y | +3.7% | +40.3% | -36.6% | -7.9% |
| All | +3.7% | +41.1% | -37.4% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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