+6,818.0%
APH vs ITUB
+1,920.1%
+4,898.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +7.1% | -54.9% | -49.8% |
| 7D | -48.7% | +8.3% | -57.0% | -50.9% |
| 30D | -51.9% | -0.7% | -51.2% | -52.8% |
| 3M | -43.6% | +7.8% | -51.3% | -46.0% |
| 6M | -37.5% | -3.4% | -34.1% | -38.3% |
| YTD | -38.6% | +16.3% | -54.9% | -42.5% |
| 1Y | -26.3% | +29.8% | -56.2% | -33.3% |
| 3Y | +89.2% | +111.1% | -21.9% | +46.0% |
| 5Y | +119.8% | +173.6% | -53.7% | +51.1% |
| 10Y | +454.3% | +193.2% | +261.0% | +233.3% |
| All | +6,818.0% | +1,920.1% | +4,898.0% | +2,262.9% |
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 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