+930.0%
APH vs ITUB
+175.8%
+754.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.2% |
| 7D | +4.9% | +1.9% | +3.0% | +4.4% |
| 30D | -5.4% | -22.2% | +16.8% | -0.6% |
| 3M | -5.5% | +2.7% | -8.2% | -7.5% |
| 6M | +25.9% | -3.0% | +28.9% | +24.7% |
| YTD | +16.4% | +7.5% | +8.8% | +12.7% |
| 1Y | +16.5% | +10.5% | +6.0% | +12.0% |
| 3Y | +270.9% | +81.0% | +189.9% | +214.6% |
| 5Y | +289.5% | +181.8% | +107.7% | +190.1% |
| All | +930.0% | +175.8% | +754.2% | +652.7% |
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 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