-26.3%
APH vs ITUB
+30.8%
-57.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +7.1% | -54.9% | -48.7% |
| 7D | -48.7% | +8.3% | -57.0% | -49.8% |
| 30D | -51.9% | -0.7% | -51.2% | -51.1% |
| 3M | -43.6% | +7.8% | -51.3% | -45.2% |
| 6M | -37.5% | -3.4% | -34.1% | -36.4% |
| YTD | -38.6% | +16.3% | -54.9% | -40.3% |
| 1Y | -26.3% | +29.8% | -56.2% | -31.7% |
| All | -26.3% | +30.8% | -57.1% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling