+132.1%
APO vs ITUB
+185.6%
-53.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.1% | -3.2% |
| 7D | -4.9% | +1.0% | -5.9% | -5.2% |
| 30D | -8.4% | +10.7% | -19.1% | -11.3% |
| 3M | -2.1% | +10.1% | -12.1% | -5.4% |
| 6M | +19.2% | -0.1% | +19.4% | +18.5% |
| YTD | -10.5% | +18.4% | -28.9% | -16.2% |
| 1Y | -2.7% | +31.3% | -34.0% | -12.2% |
| 3Y | +52.5% | +124.6% | -72.1% | +13.7% |
| 5Y | +132.1% | +192.0% | -59.9% | +57.4% |
| All | +132.1% | +185.6% | -53.6% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling