+53.3%
VALE vs ARMK
+125.3%
-72.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.6% |
| 7D | +2.9% | +1.7% | +1.2% | +2.5% |
| 30D | +8.8% | +3.1% | +5.7% | +7.7% |
| 3M | +6.8% | +9.2% | -2.5% | +4.0% |
| 6M | +6.9% | +43.7% | -36.8% | -3.6% |
| YTD | +22.8% | +57.4% | -34.5% | +8.1% |
| 1Y | +61.3% | +51.9% | +9.4% | +42.9% |
| 3Y | +53.3% | +125.4% | -72.1% | +18.6% |
| All | +53.3% | +125.3% | -72.0% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling