Composicion por Fondos | Conservadora | Equilibrada | Dinamica |
---|---|---|---|
Plazo Fijo | 30% | 15% | 10% |
Alpha Recursos Naturales | 0% | 0% | 0% |
Alpha Mercosur | 0% | 0% | 0% |
Alpha Mega | 0% | 25% | 20% |
Alpha Acciones | 0% | 0% | 30% |
Alpha Renta Capital | 10% | 15% | 10% |
Alpha Renta Capital Pesos | 30% | 35% | 25% |
Alpha Ahorro | 30% | 10% | 5% |
Composicion Carteras Agregadas | Activos en Cartera al 31/03/2021 | ||
---|---|---|---|
Activos [Renta Fija] / [Renta Variable] | [100 / 0]% | [75 / 25]% | [50 / 50]% |
Desempeño de Carteras Eficientes | |||
---|---|---|---|
Retorno Periodo de Análisis | 39.36% | 65.42% | 62.55% |
Máxima Caída Semanal | -0.60% | -3.86% | -5.43% |
Máxima Suba Semanal | 2.69% | 8.57% | 13.36% |
# Semanas Var [Negativa/Positiva] | [7 / 45]% | [15 / 37]% | [21 / 31]% |
Volatilidad Anualizada | 4.46% | 15.18% | 23.48% |
Beta S&P 500 | -0.0503% | -0.2031% | -0.3985% |
Fecha | Conservadora | Equilibrada | Dinámica |
---|---|---|---|
31/3/2020 | 10000.00 | 10000.00 | 10000.00 |
1/4/2020 | 10029.51 | 10135.25 | 10003.48 |
2/4/2020 | 10055.62 | 10204.70 | 10059.74 |
3/4/2020 | 10098.00 | 10270.46 | 10035.90 |
6/4/2020 | 10077.34 | 10322.84 | 10291.14 |
7/4/2020 | 10057.75 | 10338.25 | 10392.24 |
8/4/2020 | 10044.56 | 10427.20 | 10723.82 |
9/4/2020 | 10048.88 | 10429.64 | 10725.73 |
10/4/2020 | 10053.20 | 10432.08 | 10727.64 |
13/4/2020 | 10197.95 | 10701.75 | 10925.94 |
14/4/2020 | 10328.28 | 11223.75 | 11780.15 |
15/4/2020 | 10355.00 | 11370.65 | 11862.59 |
16/4/2020 | 10286.36 | 11120.59 | 11311.84 |
17/4/2020 | 10447.31 | 11418.05 | 11579.92 |
20/4/2020 | 10471.40 | 11522.00 | 11692.04 |
21/4/2020 | 10450.33 | 11495.34 | 11760.17 |
22/4/2020 | 10454.37 | 11533.55 | 11882.49 |
23/4/2020 | 10436.46 | 11489.35 | 11768.47 |
24/4/2020 | 10452.64 | 11342.12 | 11396.25 |
27/4/2020 | 10577.76 | 11712.53 | 11902.75 |
28/4/2020 | 10653.07 | 12205.43 | 12558.72 |
29/4/2020 | 10511.96 | 11951.03 | 12284.18 |
30/4/2020 | 10550.88 | 11997.20 | 12261.80 |
1/5/2020 | 10550.88 | 11997.20 | 12261.80 |
4/5/2020 | 10516.29 | 11851.23 | 12108.88 |
5/5/2020 | 10600.86 | 12135.26 | 12506.33 |
6/5/2020 | 10590.16 | 12141.64 | 12440.09 |
7/5/2020 | 10609.23 | 12207.11 | 12587.90 |
8/5/2020 | 10607.94 | 12258.48 | 12682.31 |
11/5/2020 | 10665.46 | 12511.66 | 13000.25 |
12/5/2020 | 10700.44 | 12624.22 | 13122.47 |
13/5/2020 | 10712.98 | 12534.67 | 12950.05 |
14/5/2020 | 10697.10 | 12604.37 | 13125.35 |
15/5/2020 | 10722.46 | 12631.59 | 13108.31 |
18/5/2020 | 10767.80 | 12834.29 | 13395.31 |
19/5/2020 | 10788.13 | 12786.31 | 13226.77 |
20/5/2020 | 10801.50 | 12857.58 | 13345.21 |
21/5/2020 | 10827.49 | 13032.34 | 13636.55 |
22/5/2020 | 10840.91 | 12998.11 | 13525.72 |
25/5/2020 | 10840.91 | 12998.11 | 13525.72 |
26/5/2020 | 10915.54 | 13184.27 | 13734.54 |
27/5/2020 | 10958.64 | 13221.61 | 13704.17 |
28/5/2020 | 10991.61 | 13157.51 | 13483.70 |
29/5/2020 | 11010.07 | 13033.49 | 13262.26 |
1/6/2020 | 11052.72 | 13279.77 | 13660.71 |
2/6/2020 | 11048.15 | 13468.28 | 14090.53 |
3/6/2020 | 11050.23 | 13690.05 | 14535.32 |
4/6/2020 | 11066.43 | 13688.89 | 14508.22 |
5/6/2020 | 11057.77 | 13781.72 | 14747.35 |
8/6/2020 | 11071.62 | 14140.79 | 15439.97 |
9/6/2020 | 11044.31 | 13867.60 | 15012.78 |
10/6/2020 | 11071.47 | 13916.62 | 14996.16 |
11/6/2020 | 11092.17 | 13644.07 | 14415.91 |
12/6/2020 | 11106.92 | 13679.07 | 14429.29 |
15/6/2020 | 11114.38 | 13683.29 | 14432.58 |
16/6/2020 | 11123.90 | 13603.86 | 14245.08 |
17/6/2020 | 11149.12 | 13470.55 | 13905.50 |
18/6/2020 | 11141.08 | 13223.73 | 13484.54 |
19/6/2020 | 11177.52 | 13559.11 | 14042.07 |
22/6/2020 | 11220.40 | 13561.01 | 13910.84 |
23/6/2020 | 11231.07 | 13618.21 | 14006.13 |
24/6/2020 | 11245.59 | 13589.02 | 13908.03 |
25/6/2020 | 11256.06 | 13773.56 | 14245.11 |
26/6/2020 | 11265.25 | 13612.65 | 13895.64 |
29/6/2020 | 11283.55 | 13635.84 | 13930.03 |
30/6/2020 | 11304.69 | 13525.98 | 13677.15 |
1/7/2020 | 11354.90 | 13702.28 | 13938.16 |
2/7/2020 | 11368.76 | 13676.14 | 13866.37 |
3/7/2020 | 11366.31 | 13678.18 | 13889.12 |
6/7/2020 | 11406.00 | 14037.85 | 14565.52 |
7/7/2020 | 11436.20 | 14004.11 | 14456.45 |
8/7/2020 | 11452.47 | 14061.47 | 14542.50 |
9/7/2020 | 11452.47 | 14061.47 | 14542.50 |
10/7/2020 | 11452.47 | 14061.47 | 14542.50 |
13/7/2020 | 11467.95 | 14101.12 | 14638.51 |
14/7/2020 | 11457.94 | 14128.32 | 14717.83 |
15/7/2020 | 11468.22 | 14220.25 | 14909.91 |
16/7/2020 | 11497.72 | 14262.00 | 14946.03 |
17/7/2020 | 11568.64 | 14360.13 | 15040.24 |
20/7/2020 | 11579.03 | 14367.70 | 15031.94 |
21/7/2020 | 11597.71 | 14508.11 | 15248.14 |
22/7/2020 | 11623.40 | 14706.50 | 15568.99 |
23/7/2020 | 11645.61 | 14745.57 | 15586.73 |
24/7/2020 | 11659.08 | 14785.01 | 15655.50 |
27/7/2020 | 11688.20 | 14899.36 | 15849.60 |
28/7/2020 | 11711.17 | 14882.90 | 15768.01 |
29/7/2020 | 11725.48 | 14892.85 | 15771.54 |
30/7/2020 | 11790.73 | 15050.76 | 15932.90 |
31/7/2020 | 11854.76 | 15139.79 | 15988.88 |
3/8/2020 | 11914.78 | 15532.84 | 16686.59 |
4/8/2020 | 11952.66 | 15519.05 | 16594.38 |
5/8/2020 | 11979.37 | 15485.88 | 16459.56 |
6/8/2020 | 12014.74 | 15556.18 | 16540.58 |
7/8/2020 | 12040.54 | 15675.75 | 16766.76 |
10/8/2020 | 12066.36 | 15707.16 | 16781.51 |
11/8/2020 | 12064.09 | 15612.98 | 16567.34 |
12/8/2020 | 12034.26 | 15384.45 | 16191.05 |
13/8/2020 | 12060.09 | 15459.03 | 16335.07 |
14/8/2020 | 12022.01 | 15290.34 | 16071.97 |
17/8/2020 | 12030.72 | 15295.56 | 16075.48 |
18/8/2020 | 11992.11 | 15010.30 | 15668.48 |
19/8/2020 | 12022.43 | 15143.29 | 15853.60 |
20/8/2020 | 12025.35 | 15145.03 | 15854.78 |
21/8/2020 | 12081.74 | 15233.89 | 15904.51 |
24/8/2020 | 12065.79 | 15141.23 | 15753.61 |
25/8/2020 | 12040.25 | 15085.88 | 15681.78 |
26/8/2020 | 12020.28 | 14989.86 | 15543.44 |
27/8/2020 | 11988.89 | 14823.62 | 15251.48 |
28/8/2020 | 12026.54 | 15076.16 | 15684.31 |
31/8/2020 | 12139.18 | 15239.77 | 15886.32 |
1/9/2020 | 12162.44 | 15260.08 | 15864.24 |
2/9/2020 | 12213.08 | 15175.92 | 15654.04 |
3/9/2020 | 12188.07 | 15148.58 | 15602.97 |
4/9/2020 | 12202.25 | 15178.44 | 15653.74 |
7/9/2020 | 12230.84 | 15253.03 | 15782.68 |
8/9/2020 | 12199.78 | 15189.66 | 15696.83 |
9/9/2020 | 12228.80 | 15272.89 | 15847.97 |
10/9/2020 | 12266.83 | 15343.20 | 15963.90 |
11/9/2020 | 12287.64 | 15278.84 | 15801.85 |
14/9/2020 | 12300.69 | 15171.42 | 15566.36 |
15/9/2020 | 12237.72 | 15074.68 | 15438.82 |
16/9/2020 | 12227.77 | 14833.08 | 14957.19 |
17/9/2020 | 12242.08 | 14643.37 | 14576.53 |
18/9/2020 | 12283.36 | 14838.87 | 14911.46 |
21/9/2020 | 12328.71 | 14834.46 | 14834.67 |
22/9/2020 | 12373.93 | 14903.43 | 14932.17 |
23/9/2020 | 12390.56 | 14917.73 | 14962.76 |
24/9/2020 | 12320.24 | 14922.96 | 15052.08 |
25/9/2020 | 12342.14 | 14971.61 | 15098.37 |
28/9/2020 | 12364.33 | 14977.83 | 15094.07 |
29/9/2020 | 12371.66 | 14982.82 | 15103.54 |
30/9/2020 | 12391.59 | 14939.16 | 14980.34 |
1/10/2020 | 12388.56 | 15075.61 | 15237.29 |
2/10/2020 | 12444.84 | 15184.27 | 15385.99 |
5/10/2020 | 12453.25 | 15217.88 | 15452.86 |
6/10/2020 | 12469.06 | 15196.79 | 15427.40 |
7/10/2020 | 12437.52 | 15173.17 | 15426.18 |
8/10/2020 | 12452.05 | 15242.36 | 15568.14 |
9/10/2020 | 12473.79 | 15245.95 | 15614.65 |
12/10/2020 | 12468.88 | 15242.98 | 15612.66 |
13/10/2020 | 12457.03 | 15216.38 | 15625.91 |
14/10/2020 | 12525.71 | 15401.13 | 15907.67 |
15/10/2020 | 12370.57 | 15134.06 | 15595.84 |
16/10/2020 | 12373.75 | 15135.98 | 15597.12 |
19/10/2020 | 12425.62 | 15382.55 | 16016.73 |
20/10/2020 | 12434.40 | 15424.41 | 16091.31 |
21/10/2020 | 12426.95 | 15507.85 | 16302.99 |
22/10/2020 | 12441.77 | 15666.90 | 16636.37 |
23/10/2020 | 12437.27 | 15672.62 | 16686.88 |
26/10/2020 | 12401.57 | 15355.79 | 16123.44 |
27/10/2020 | 12364.01 | 15050.66 | 15617.55 |
28/10/2020 | 12341.05 | 14787.30 | 15074.60 |
29/10/2020 | 12370.87 | 14960.55 | 15329.38 |
30/10/2020 | 12419.55 | 15026.91 | 15355.19 |
2/11/2020 | 12382.80 | 15169.18 | 15659.34 |
3/11/2020 | 12415.22 | 15281.22 | 15784.70 |
4/11/2020 | 12443.16 | 15261.28 | 15682.86 |
5/11/2020 | 12463.96 | 15426.88 | 15970.79 |
6/11/2020 | 12467.28 | 15428.88 | 15972.13 |
9/11/2020 | 12509.25 | 15586.14 | 16203.94 |
10/11/2020 | 12519.77 | 15720.21 | 16449.58 |
11/11/2020 | 12548.53 | 15743.68 | 16456.50 |
12/11/2020 | 12566.66 | 15642.57 | 16167.01 |
13/11/2020 | 12584.25 | 15689.91 | 16241.72 |
16/11/2020 | 12615.45 | 15774.64 | 16398.92 |
17/11/2020 | 12617.60 | 15821.07 | 16532.54 |
18/11/2020 | 12629.07 | 15767.57 | 16424.97 |
19/11/2020 | 12657.58 | 15790.89 | 16416.93 |
20/11/2020 | 12681.70 | 15850.19 | 16506.79 |
23/11/2020 | 12687.32 | 15853.57 | 16509.06 |
24/11/2020 | 12696.37 | 16052.16 | 16879.60 |
25/11/2020 | 12695.58 | 16055.45 | 16881.26 |
26/11/2020 | 12705.59 | 16096.57 | 16939.06 |
27/11/2020 | 12728.03 | 16205.97 | 17115.16 |
30/11/2020 | 12728.82 | 16118.74 | 16927.41 |
1/12/2020 | 12719.98 | 16151.56 | 16980.47 |
2/12/2020 | 12720.82 | 16186.07 | 17042.75 |
3/12/2020 | 12716.02 | 16174.87 | 17001.84 |
4/12/2020 | 12729.82 | 16144.63 | 16931.26 |
7/12/2020 | 12736.99 | 16148.95 | 16934.15 |
8/12/2020 | 12736.99 | 16148.95 | 16934.15 |
9/12/2020 | 12729.62 | 15928.95 | 16499.70 |
10/12/2020 | 12725.90 | 16033.63 | 16715.56 |
11/12/2020 | 12750.73 | 16065.58 | 16756.69 |
14/12/2020 | 12757.08 | 15983.80 | 16634.03 |
15/12/2020 | 12769.31 | 16021.28 | 16705.41 |
16/12/2020 | 12793.65 | 16043.68 | 16712.20 |
17/12/2020 | 12811.60 | 16062.26 | 16720.54 |
18/12/2020 | 12848.32 | 16049.35 | 16647.25 |
21/12/2020 | 12884.72 | 15919.83 | 16338.02 |
22/12/2020 | 12916.34 | 15976.60 | 16407.78 |
23/12/2020 | 12933.13 | 16100.39 | 16621.18 |
24/12/2020 | 12933.13 | 16100.39 | 16621.18 |
25/12/2020 | 12933.13 | 16100.39 | 16621.18 |
28/12/2020 | 12949.96 | 16028.66 | 16440.71 |
29/12/2020 | 12972.51 | 16149.60 | 16602.29 |
30/12/2020 | 13017.04 | 16204.22 | 16632.08 |
31/12/2020 | 13017.04 | 16204.22 | 16632.08 |
1/1/2021 | 13017.04 | 16204.22 | 16632.08 |
4/1/2021 | 13036.76 | 16188.48 | 16557.67 |
5/1/2021 | 13053.60 | 16274.15 | 16693.77 |
6/1/2021 | 13077.01 | 16306.40 | 16722.12 |
7/1/2021 | 13085.22 | 16342.51 | 16788.40 |
8/1/2021 | 13085.97 | 16301.09 | 16703.80 |
11/1/2021 | 13096.05 | 16255.65 | 16597.69 |
12/1/2021 | 13108.82 | 16286.12 | 16644.84 |
13/1/2021 | 13111.23 | 16268.91 | 16626.11 |
14/1/2021 | 13140.64 | 16307.67 | 16662.18 |
15/1/2021 | 13171.83 | 16302.95 | 16608.46 |
18/1/2021 | 13183.19 | 16300.22 | 16577.55 |
19/1/2021 | 13205.29 | 16359.57 | 16651.61 |
20/1/2021 | 13223.65 | 16370.97 | 16645.01 |
21/1/2021 | 13252.35 | 16278.39 | 16405.89 |
22/1/2021 | 13272.19 | 16303.27 | 16414.94 |
25/1/2021 | 13300.96 | 16264.51 | 16309.32 |
26/1/2021 | 13324.75 | 16396.03 | 16566.11 |
27/1/2021 | 13343.10 | 16436.77 | 16633.67 |
28/1/2021 | 13361.21 | 16457.52 | 16619.45 |
29/1/2021 | 13390.20 | 16396.67 | 16436.47 |
1/2/2021 | 13416.85 | 16496.23 | 16609.82 |
2/2/2021 | 13469.03 | 16598.78 | 16683.50 |
3/2/2021 | 13501.17 | 16656.97 | 16743.52 |
4/2/2021 | 13508.13 | 16710.77 | 16856.62 |
5/2/2021 | 13503.37 | 16705.56 | 16895.14 |
8/2/2021 | 13508.95 | 16745.24 | 16991.27 |
9/2/2021 | 13536.11 | 16797.21 | 17048.98 |
10/2/2021 | 13541.43 | 16779.22 | 16999.41 |
11/2/2021 | 13566.81 | 16795.07 | 16976.51 |
12/2/2021 | 13600.12 | 16802.21 | 16942.28 |
15/2/2021 | 13611.45 | 16809.28 | 16947.11 |
16/2/2021 | 13615.23 | 16811.63 | 16948.72 |
17/2/2021 | 13621.79 | 16841.41 | 17025.43 |
18/2/2021 | 13619.92 | 16797.37 | 16941.07 |
19/2/2021 | 13619.74 | 16733.59 | 16824.21 |
22/2/2021 | 13635.75 | 16602.34 | 16555.62 |
23/2/2021 | 13654.03 | 16525.76 | 16367.15 |
24/2/2021 | 13678.74 | 16681.37 | 16641.66 |
25/2/2021 | 13722.58 | 16692.32 | 16584.18 |
26/2/2021 | 13780.38 | 16744.43 | 16581.61 |
1/3/2021 | 13798.33 | 16815.71 | 16695.67 |
2/3/2021 | 13793.54 | 16734.12 | 16545.41 |
3/3/2021 | 13802.44 | 16656.82 | 16384.36 |
4/3/2021 | 13811.39 | 16672.82 | 16421.77 |
5/3/2021 | 13812.77 | 16623.56 | 16344.68 |
8/3/2021 | 13785.06 | 16476.49 | 16131.90 |
9/3/2021 | 13806.18 | 16545.89 | 16214.74 |
10/3/2021 | 13767.69 | 16506.73 | 16236.83 |
11/3/2021 | 13787.35 | 16614.20 | 16414.54 |
12/3/2021 | 13818.86 | 16678.97 | 16525.53 |
15/3/2021 | 13863.82 | 16825.43 | 16761.08 |
16/3/2021 | 13868.58 | 16780.35 | 16662.89 |
17/3/2021 | 13878.17 | 16801.89 | 16697.43 |
18/3/2021 | 13882.27 | 16692.72 | 16483.67 |
19/3/2021 | 13906.81 | 16747.24 | 16567.08 |
22/3/2021 | 13926.55 | 16763.79 | 16583.38 |
23/3/2021 | 13947.16 | 16747.66 | 16524.02 |
24/3/2021 | 13947.16 | 16747.66 | 16524.02 |
25/3/2021 | 13922.99 | 16554.19 | 16197.46 |
26/3/2021 | 13923.02 | 16514.95 | 16136.23 |
29/3/2021 | 13922.58 | 16503.99 | 16182.55 |
30/3/2021 | 13931.70 | 16539.21 | 16253.53 |
31/3/2021 | 13935.63 | 16541.66 | 16255.20 |
Retorno Esperado | (1 año) | ||
---|---|---|---|
Rendimiento Esperado ARS | 41.0% | 46.1% | 48.9% |
Volatilidad Anualizada | 10.0% | 15.0% | 25.0% |