+13.8%
APA vs ITUB
+120.3%
-106.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.1% | +1.7% |
| 7D | -1.7% | +8.2% | -9.9% | -2.3% |
| 30D | +15.7% | +4.7% | +11.0% | +15.3% |
| 3M | +16.5% | +13.0% | +3.4% | +14.9% |
| 6M | +35.1% | +4.2% | +30.9% | +33.2% |
| YTD | +82.2% | +18.6% | +63.7% | +72.1% |
| 1Y | +102.5% | +31.3% | +71.2% | +85.2% |
| All | +13.8% | +120.3% | -106.5% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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