+61.6%
VALE vs ARMK
+48.9%
+12.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | -1.8% | +0.3% | -2.2% | -1.9% |
| 30D | +6.7% | +2.4% | +4.3% | +5.9% |
| 3M | +4.9% | +6.1% | -1.2% | +3.2% |
| 6M | +3.6% | +41.8% | -38.2% | -5.7% |
| YTD | +21.9% | +55.5% | -33.7% | +10.7% |
| 1Y | +61.6% | +49.6% | +12.0% | +47.1% |
| All | +61.6% | +48.9% | +12.7% | +47.1% |
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