+14,421.1%
APH vs ITUB
+1,775.3%
+12,645.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.3% | +5.9% | +7.5% |
| 7D | +1.1% | +5.5% | -4.4% | -0.5% |
| 30D | -7.5% | -25.6% | +18.1% | -0.3% |
| 3M | -4.4% | -4.7% | +0.2% | -4.8% |
| 6M | +26.5% | -8.6% | +35.1% | +27.4% |
| YTD | +20.0% | +7.9% | +12.1% | +15.2% |
| 1Y | +16.9% | +11.2% | +5.7% | +11.0% |
| 3Y | +288.5% | +82.6% | +205.9% | +213.9% |
| 5Y | +310.3% | +192.7% | +117.6% | +178.7% |
| 10Y | +951.3% | +144.7% | +806.6% | +572.1% |
| All | +14,421.1% | +1,775.3% | +12,645.8% | +4,983.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling