+14,770.5%
APH vs ITUB
+1,920.1%
+12,850.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.1% |
| 7D | +5.0% | +8.7% | -3.8% | +2.4% |
| 30D | -3.9% | -0.7% | -3.2% | -3.8% |
| 3M | +13.0% | +7.8% | +5.2% | +10.2% |
| 6M | +25.2% | -3.4% | +28.6% | +25.9% |
| YTD | +22.9% | +16.3% | +6.7% | +17.3% |
| 1Y | +47.8% | +29.8% | +18.0% | +36.4% |
| 3Y | +283.0% | +111.1% | +172.0% | +201.2% |
| 5Y | +349.7% | +173.6% | +176.1% | +215.1% |
| 10Y | +1,061.2% | +193.2% | +868.0% | +611.7% |
| All | +14,770.5% | +1,920.1% | +12,850.4% | +5,077.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling