+1,062.4%
APH vs ITUB
+197.6%
+864.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.2% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -3.0% | +2.6% | -5.6% | -3.7% |
| 3M | +5.7% | +8.4% | -2.7% | +3.4% |
| 6M | +20.0% | -0.5% | +20.5% | +19.7% |
| YTD | +20.8% | +15.3% | +5.5% | +16.7% |
| 1Y | +40.2% | +28.7% | +11.5% | +32.1% |
| 3Y | +288.1% | +118.7% | +169.4% | +219.6% |
| 5Y | +352.5% | +182.7% | +169.9% | +241.0% |
| 10Y | +1,062.4% | +207.6% | +854.9% | +715.9% |
| All | +1,062.4% | +197.6% | +864.9% | +715.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling