Composicion por Fondos | Conservadora | Equilibrada | Dinamica |
---|---|---|---|
Alpha Recursos Naturales | 0% | 0% | 10% |
Alpha Mercosur | 0% | 20% | 30% |
Alpha Mega | 0% | 0% | 0% |
Alpha Acciones | 0% | 5% | 10% |
Alpha Renta Capital | 25% | 15% | 15% |
Alpha Renta Capital Pesos | 40% | 40% | 0% |
Alpha Renta Plus | 35% | 20% | 35% |
Composicion Carteras Agregadas | Activos en Cartera al 30/06/2023 | ||
---|---|---|---|
Activos [Renta Fija] / [Renta Variable] | [100 / 0]% | [75 / 25]% | [50 / 50]% |
Desempeño de Carteras Eficientes | |||
---|---|---|---|
Retorno Periodo de Análisis | 122.15% | 168.73% | 225.46% |
Máxima Caída Semanal | -1.06% | -2.73% | -4.62% |
Máxima Suba Semanal | 5.99% | 6.42% | 9.40% |
# Semanas Var [Negativa/Positiva] | [3 / 49]% | [9 / 43]% | [12 / 40]% |
Volatilidad Anualizada | 7.92% | 13.94% | 23.28% |
Beta S&P 500 | -0.1504% | 0.2101% | 0.4169% |
Fecha | Conservadora | Equilibrada | Dinamica |
---|---|---|---|
30/06/2022 | 10000.00 | 10000.00 | 10000.00 |
01/07/2022 | 10094.64 | 10133.33 | 10161.78 |
04/07/2022 | 10088.50 | 10066.87 | 10108.07 |
05/07/2022 | 10106.75 | 10161.41 | 10251.71 |
06/07/2022 | 10235.28 | 10293.08 | 10440.37 |
07/07/2022 | 10410.97 | 10613.77 | 10939.67 |
08/07/2022 | 10516.14 | 10836.54 | 11289.74 |
11/07/2022 | 10746.01 | 10877.13 | 11283.07 |
12/07/2022 | 11045.14 | 10964.98 | 11338.89 |
13/07/2022 | 11090.15 | 10974.99 | 11319.50 |
14/07/2022 | 11034.23 | 10958.20 | 11194.21 |
15/07/2022 | 11026.30 | 11059.56 | 11422.50 |
18/07/2022 | 11035.68 | 11098.67 | 11494.93 |
19/07/2022 | 11018.89 | 11159.16 | 11587.57 |
20/07/2022 | 10991.93 | 11131.75 | 11538.45 |
21/07/2022 | 10917.07 | 11243.82 | 11829.78 |
22/07/2022 | 11005.86 | 11355.36 | 11973.30 |
25/07/2022 | 11090.32 | 11568.20 | 12325.37 |
26/07/2022 | 11166.05 | 11630.42 | 12410.08 |
27/07/2022 | 11192.45 | 11850.74 | 12773.44 |
28/07/2022 | 11259.67 | 11965.85 | 12887.45 |
29/07/2022 | 11317.66 | 11876.32 | 12590.50 |
01/08/2022 | 11387.99 | 11765.30 | 12360.44 |
02/08/2022 | 11440.04 | 11804.34 | 12386.18 |
03/08/2022 | 11411.61 | 11832.18 | 12494.13 |
04/08/2022 | 11422.18 | 11859.47 | 12544.95 |
05/08/2022 | 11427.53 | 11864.15 | 12524.31 |
08/08/2022 | 11457.35 | 11950.63 | 12714.89 |
09/08/2022 | 11442.20 | 11870.99 | 12600.72 |
10/08/2022 | 11444.06 | 11890.91 | 12626.08 |
11/08/2022 | 11471.03 | 11949.33 | 12709.17 |
12/08/2022 | 11478.35 | 12070.73 | 12858.16 |
15/08/2022 | 11478.35 | 12070.73 | 12858.16 |
16/08/2022 | 11501.36 | 12052.90 | 12797.62 |
17/08/2022 | 11505.40 | 12070.11 | 12839.45 |
18/08/2022 | 11491.39 | 12204.59 | 13151.58 |
19/08/2022 | 11501.92 | 12190.14 | 13111.24 |
22/08/2022 | 11523.92 | 12260.89 | 13199.41 |
23/08/2022 | 11526.36 | 12402.94 | 13435.65 |
24/08/2022 | 11526.36 | 12402.94 | 13435.65 |
25/08/2022 | 11643.62 | 12613.15 | 13748.32 |
26/08/2022 | 11658.22 | 12613.21 | 13711.50 |
29/08/2022 | 11694.24 | 12698.25 | 13816.80 |
30/08/2022 | 11757.35 | 12689.38 | 13725.39 |
31/08/2022 | 11845.70 | 12601.24 | 13502.12 |
01/09/2022 | 11928.20 | 12641.39 | 13534.49 |
02/09/2022 | 11928.20 | 12641.39 | 13534.49 |
05/09/2022 | 11928.20 | 12641.39 | 13534.49 |
06/09/2022 | 12049.00 | 12704.01 | 13638.06 |
07/09/2022 | 12064.90 | 12817.11 | 13838.23 |
08/09/2022 | 12077.12 | 12835.80 | 13848.46 |
09/09/2022 | 12099.13 | 12940.74 | 14022.99 |
12/09/2022 | 12105.50 | 12941.93 | 14032.29 |
13/09/2022 | 12043.05 | 12858.95 | 13905.05 |
14/09/2022 | 12080.91 | 13012.18 | 14144.53 |
15/09/2022 | 12194.38 | 13096.80 | 14127.31 |
16/09/2022 | 12219.95 | 13110.55 | 14183.73 |
19/09/2022 | 12272.41 | 13276.84 | 14434.22 |
20/09/2022 | 12280.71 | 13225.91 | 14305.00 |
21/09/2022 | 12359.58 | 13249.96 | 14306.10 |
22/09/2022 | 12615.73 | 13333.97 | 14428.77 |
23/09/2022 | 12633.67 | 13195.32 | 14106.83 |
26/09/2022 | 12627.88 | 13028.18 | 13815.40 |
27/09/2022 | 12590.68 | 12913.61 | 13632.83 |
28/09/2022 | 12588.99 | 12964.71 | 13749.01 |
29/09/2022 | 12589.26 | 12970.56 | 13762.34 |
30/09/2022 | 12660.43 | 13042.62 | 13801.13 |
03/10/2022 | 12600.50 | 13159.05 | 14117.95 |
04/10/2022 | 12588.05 | 13153.23 | 14098.54 |
05/10/2022 | 12656.19 | 13220.25 | 14192.57 |
06/10/2022 | 12763.58 | 13212.19 | 14198.36 |
07/10/2022 | 12763.58 | 13212.19 | 14198.36 |
10/10/2022 | 12763.58 | 13212.19 | 14198.36 |
11/10/2022 | 12678.64 | 12975.65 | 13662.39 |
12/10/2022 | 12632.97 | 12919.86 | 13557.14 |
13/10/2022 | 12639.03 | 13024.05 | 13809.78 |
14/10/2022 | 12669.82 | 12964.95 | 13655.76 |
17/10/2022 | 12680.46 | 13043.00 | 13740.14 |
18/10/2022 | 12685.75 | 13009.48 | 13670.64 |
19/10/2022 | 12706.75 | 13004.38 | 13646.49 |
20/10/2022 | 12749.20 | 13031.58 | 13663.75 |
21/10/2022 | 12786.16 | 13154.70 | 13860.66 |
24/10/2022 | 12817.67 | 13170.60 | 13902.12 |
25/10/2022 | 12841.41 | 13300.37 | 14183.15 |
26/10/2022 | 12885.46 | 13333.69 | 14237.49 |
27/10/2022 | 12946.42 | 13463.95 | 14466.83 |
28/10/2022 | 12999.24 | 13507.08 | 14444.37 |
31/10/2022 | 13017.46 | 13583.69 | 14548.97 |
01/11/2022 | 13016.19 | 13671.21 | 14723.79 |
02/11/2022 | 13028.08 | 13591.41 | 14554.67 |
03/11/2022 | 13092.48 | 13620.36 | 14601.32 |
04/11/2022 | 13087.86 | 13657.81 | 14649.03 |
07/11/2022 | 13138.41 | 13602.59 | 14491.38 |
08/11/2022 | 13165.54 | 13620.14 | 14531.79 |
09/11/2022 | 13160.39 | 13484.98 | 14301.46 |
10/11/2022 | 13266.60 | 13583.58 | 14417.83 |
11/11/2022 | 13285.63 | 13748.19 | 14738.99 |
14/11/2022 | 13294.56 | 13807.48 | 14883.51 |
15/11/2022 | 13343.12 | 13929.91 | 15100.44 |
16/11/2022 | 13343.12 | 13929.91 | 15100.44 |
17/11/2022 | 13446.92 | 14041.69 | 15157.79 |
18/11/2022 | 13454.22 | 14085.97 | 15235.06 |
21/11/2022 | 13454.22 | 14085.97 | 15235.06 |
22/11/2022 | 13514.41 | 14126.96 | 15257.15 |
23/11/2022 | 13538.37 | 14167.29 | 15297.20 |
24/11/2022 | 13607.69 | 14274.90 | 15407.47 |
25/11/2022 | 13666.85 | 14406.52 | 15603.90 |
28/11/2022 | 13698.92 | 14430.68 | 15648.60 |
29/11/2022 | 13777.50 | 14599.56 | 15912.96 |
30/11/2022 | 13817.15 | 14639.78 | 15929.52 |
01/12/2022 | 13897.45 | 14806.24 | 16132.54 |
02/12/2022 | 13968.00 | 14842.08 | 16159.12 |
05/12/2022 | 14017.92 | 14755.80 | 15944.33 |
06/12/2022 | 14024.84 | 14868.24 | 16130.41 |
07/12/2022 | 14093.57 | 14999.09 | 16301.44 |
08/12/2022 | 14093.57 | 14999.09 | 16301.44 |
09/12/2022 | 14093.57 | 14999.09 | 16301.44 |
12/12/2022 | 14118.12 | 14898.77 | 16049.49 |
13/12/2022 | 14132.65 | 14867.39 | 15996.34 |
14/12/2022 | 14163.81 | 14852.28 | 15920.72 |
15/12/2022 | 14235.63 | 14930.73 | 15981.28 |
16/12/2022 | 14247.45 | 14985.06 | 16005.72 |
19/12/2022 | 14349.62 | 15178.95 | 16329.86 |
20/12/2022 | 14353.38 | 15180.67 | 16329.38 |
21/12/2022 | 14430.61 | 15546.68 | 16953.01 |
22/12/2022 | 14493.71 | 15649.27 | 17131.90 |
23/12/2022 | 14504.62 | 15799.58 | 17393.55 |
26/12/2022 | 14547.25 | 15978.38 | 17720.40 |
27/12/2022 | 14594.61 | 16096.24 | 17898.04 |
28/12/2022 | 14598.96 | 16256.15 | 18214.83 |
29/12/2022 | 14668.36 | 16209.50 | 18103.77 |
30/12/2022 | 14745.99 | 16315.79 | 18300.22 |
02/01/2023 | 14745.99 | 16315.79 | 18300.22 |
03/01/2023 | 14784.68 | 16310.82 | 18148.92 |
04/01/2023 | 14935.19 | 16470.10 | 18315.32 |
05/01/2023 | 14975.46 | 16721.64 | 18757.11 |
06/01/2023 | 15007.62 | 16820.04 | 18919.05 |
09/01/2023 | 14996.88 | 16868.91 | 19017.99 |
10/01/2023 | 15012.96 | 16873.49 | 18978.58 |
11/01/2023 | 15042.81 | 17122.17 | 19432.78 |
12/01/2023 | 15140.35 | 17385.83 | 19852.23 |
13/01/2023 | 15146.42 | 17543.78 | 20196.20 |
16/01/2023 | 15220.81 | 17764.23 | 20621.67 |
17/01/2023 | 15260.78 | 18018.89 | 21022.54 |
18/01/2023 | 15295.03 | 17589.43 | 20042.77 |
19/01/2023 | 15329.51 | 17582.19 | 20019.46 |
20/01/2023 | 15343.35 | 17882.73 | 20540.60 |
23/01/2023 | 15401.64 | 17943.67 | 20686.68 |
24/01/2023 | 15409.27 | 18017.53 | 20752.48 |
25/01/2023 | 15432.27 | 18213.69 | 21078.37 |
26/01/2023 | 15537.93 | 18310.26 | 21171.33 |
27/01/2023 | 15552.72 | 18219.31 | 20884.78 |
30/01/2023 | 15656.74 | 18108.69 | 20641.44 |
31/01/2023 | 15618.69 | 18256.02 | 20943.33 |
01/02/2023 | 15637.26 | 18218.45 | 20834.36 |
02/02/2023 | 15727.34 | 18246.44 | 20821.86 |
03/02/2023 | 15724.08 | 18073.90 | 20458.63 |
06/02/2023 | 15727.32 | 18149.66 | 20655.77 |
07/02/2023 | 15765.07 | 18240.55 | 20776.14 |
08/02/2023 | 15821.84 | 18321.54 | 20952.88 |
09/02/2023 | 15893.88 | 18353.22 | 20926.54 |
10/02/2023 | 15827.72 | 18358.51 | 20947.99 |
13/02/2023 | 15902.70 | 18576.72 | 21310.35 |
14/02/2023 | 15886.79 | 18628.61 | 21339.66 |
15/02/2023 | 15922.72 | 18605.02 | 21279.47 |
16/02/2023 | 16070.06 | 18732.81 | 21448.15 |
17/02/2023 | 16051.20 | 18578.92 | 21105.66 |
20/02/2023 | 16051.20 | 18578.92 | 21105.66 |
21/02/2023 | 16051.20 | 18578.92 | 21105.66 |
22/02/2023 | 16135.57 | 18578.09 | 21004.80 |
23/02/2023 | 16238.45 | 18711.23 | 21169.97 |
24/02/2023 | 16268.10 | 18758.57 | 21259.48 |
27/02/2023 | 16370.41 | 18852.19 | 21426.51 |
28/02/2023 | 16431.45 | 18845.91 | 21344.29 |
01/03/2023 | 16443.46 | 18894.02 | 21434.52 |
02/03/2023 | 16481.70 | 18756.06 | 21182.92 |
03/03/2023 | 16538.54 | 18873.09 | 21366.00 |
06/03/2023 | 16611.69 | 19064.36 | 21711.04 |
07/03/2023 | 16650.12 | 18922.49 | 21451.66 |
08/03/2023 | 16619.09 | 19024.62 | 21600.74 |
09/03/2023 | 16679.71 | 19008.00 | 21519.46 |
10/03/2023 | 16710.83 | 18784.40 | 21082.79 |
13/03/2023 | 16748.58 | 18610.32 | 20664.58 |
14/03/2023 | 16844.43 | 18583.01 | 20547.44 |
15/03/2023 | 16860.98 | 18368.72 | 20088.87 |
16/03/2023 | 16848.37 | 18663.71 | 20700.97 |
17/03/2023 | 16909.74 | 18670.96 | 20679.75 |
20/03/2023 | 17025.72 | 18739.22 | 20681.32 |
21/03/2023 | 17038.38 | 18922.26 | 21041.80 |
22/03/2023 | 17001.25 | 18778.03 | 20857.63 |
23/03/2023 | 17046.64 | 18681.93 | 20641.35 |
24/03/2023 | 17046.64 | 18681.93 | 20641.35 |
27/03/2023 | 17101.48 | 18956.24 | 21236.91 |
28/03/2023 | 17152.53 | 19155.54 | 21642.34 |
29/03/2023 | 17142.41 | 19313.31 | 21934.31 |
30/03/2023 | 17318.30 | 19467.34 | 22184.99 |
31/03/2023 | 17347.89 | 19407.19 | 21989.22 |
03/04/2023 | 17479.87 | 19678.97 | 22457.64 |
04/04/2023 | 17560.38 | 19706.84 | 22418.46 |
05/04/2023 | 17507.65 | 19710.19 | 22421.01 |
06/04/2023 | 17507.65 | 19710.19 | 22421.01 |
07/04/2023 | 17507.65 | 19710.19 | 22421.01 |
10/04/2023 | 17672.52 | 19844.27 | 22671.12 |
11/04/2023 | 17646.80 | 19961.99 | 22765.35 |
12/04/2023 | 17711.70 | 20086.74 | 23094.61 |
13/04/2023 | 17827.82 | 20270.65 | 23330.99 |
14/04/2023 | 17803.72 | 20408.15 | 23507.13 |
17/04/2023 | 17932.19 | 20639.08 | 23824.98 |
18/04/2023 | 17982.55 | 20696.60 | 23973.58 |
19/04/2023 | 17992.13 | 20457.40 | 23593.57 |
20/04/2023 | 18184.49 | 20786.59 | 23916.61 |
21/04/2023 | 18231.19 | 21020.99 | 24309.24 |
24/04/2023 | 18256.23 | 21186.14 | 24628.50 |
25/04/2023 | 18237.56 | 21223.37 | 24770.27 |
26/04/2023 | 18256.74 | 21267.39 | 24841.38 |
27/04/2023 | 18396.33 | 21203.09 | 24634.75 |
28/04/2023 | 18376.34 | 21248.06 | 24722.25 |
01/05/2023 | 18376.34 | 21248.06 | 24722.25 |
02/05/2023 | 18497.30 | 21311.16 | 24625.30 |
03/05/2023 | 18497.30 | 21311.16 | 24625.30 |
04/05/2023 | 18649.86 | 21136.05 | 24158.10 |
05/05/2023 | 18821.10 | 21499.44 | 24777.48 |
08/05/2023 | 18825.85 | 21610.12 | 25060.02 |
09/05/2023 | 18840.53 | 21742.69 | 25323.47 |
10/05/2023 | 18845.54 | 21824.63 | 25489.33 |
11/05/2023 | 19011.63 | 22044.40 | 25759.85 |
12/05/2023 | 19107.10 | 22251.56 | 26198.93 |
15/05/2023 | 19164.73 | 22304.04 | 26223.26 |
16/05/2023 | 19181.33 | 22298.61 | 26177.54 |
17/05/2023 | 19242.91 | 22485.50 | 26472.56 |
18/05/2023 | 19350.60 | 22628.85 | 26695.78 |
19/05/2023 | 19518.54 | 22918.68 | 27040.62 |
22/05/2023 | 19528.58 | 22947.90 | 27051.37 |
23/05/2023 | 19717.14 | 23124.35 | 27271.63 |
24/05/2023 | 19839.84 | 23207.01 | 27386.51 |
25/05/2023 | 19839.84 | 23207.01 | 27386.51 |
26/05/2023 | 19839.84 | 23207.01 | 27386.51 |
29/05/2023 | 19961.26 | 23330.52 | 27641.27 |
30/05/2023 | 20058.85 | 23375.55 | 27575.24 |
31/05/2023 | 20169.81 | 23442.11 | 27573.53 |
01/06/2023 | 20302.31 | 23725.33 | 28088.66 |
02/06/2023 | 20379.90 | 23807.93 | 28137.44 |
05/06/2023 | 20520.03 | 24053.39 | 28504.29 |
06/06/2023 | 20585.33 | 24458.37 | 29296.67 |
07/06/2023 | 20632.53 | 24594.29 | 29461.96 |
08/06/2023 | 20865.10 | 24790.15 | 29610.92 |
09/06/2023 | 20937.18 | 24852.80 | 29710.78 |
12/06/2023 | 21046.06 | 24974.03 | 29783.29 |
13/06/2023 | 21062.73 | 25032.66 | 29868.43 |
14/06/2023 | 21058.29 | 24992.84 | 29786.84 |
15/06/2023 | 21219.96 | 25403.30 | 30422.39 |
16/06/2023 | 21290.75 | 25768.58 | 31263.69 |
19/06/2023 | 21290.75 | 25768.58 | 31263.69 |
20/06/2023 | 21290.75 | 25768.58 | 31263.69 |
21/06/2023 | 21427.01 | 26251.11 | 32148.97 |
22/06/2023 | 21650.04 | 26119.83 | 31687.78 |
23/06/2023 | 21749.31 | 26314.82 | 31957.77 |
26/06/2023 | 21882.82 | 26717.15 | 32529.04 |
27/06/2023 | 21872.42 | 26441.62 | 31843.45 |
28/06/2023 | 22020.26 | 26371.99 | 31671.73 |
29/06/2023 | 22121.49 | 26530.90 | 31990.86 |
30/06/2023 | 22214.93 | 26873.01 | 32546.20 |
Retorno Esperado | (1 año) | ||
---|---|---|---|
Rendimiento Esperado ARS | 166.5% | 185.9% | 199.7% |
Volatilidad Anualizada | 2.7% | 8.2% | 14.6% |