Composicion por Fondos | Conservadora | Equilibrada | Dinamica |
---|---|---|---|
Alpha Recursos Naturales | 0% | 10% | 10% |
Alpha Mercosur | 0% | 10% | 30% |
Alpha Mega | 0% | 0% | 0% |
Alpha Acciones | 0% | 5% | 10% |
Alpha Renta Capital | 0% | 20% | 35% |
Alpha Renta Capital Pesos | 25% | 15% | 0% |
Alpha Renta Plus | 75% | 40% | 15% |
Composicion Carteras Agregadas | Activos en Cartera al 30/09/2023 | ||
---|---|---|---|
Activos [Renta Fija] / [Renta Variable] | [100 / 0]% | [75 / 25]% | [50 / 50]% |
Desempeño de Carteras Eficientes | |||
---|---|---|---|
Retorno Periodo de Análisis | 110.56% | 146.45% | 193.92% |
Máxima Caída Semanal | -0.93% | -5.24% | -7.30% |
Máxima Suba Semanal | 4.72% | 7.55% | 12.00% |
# Semanas Var [Negativa/Positiva] | [3 / 49]% | [8 / 44]% | [9 / 43]% |
Volatilidad Anualizada | 6.46% | 14.19% | 22.64% |
Beta S&P 500 | 0.0500% | 0.1193% | 0.2544% |
Fecha | Conservadora | Equilibrada | Dinamica |
---|---|---|---|
30/9/2022 | 10000.00 | 10000.00 | 10000.00 |
3/10/2022 | 9952.66 | 10089.27 | 10229.56 |
4/10/2022 | 9942.83 | 10084.81 | 10215.50 |
5/10/2022 | 9996.66 | 10136.19 | 10283.63 |
6/10/2022 | 10081.48 | 10130.01 | 10287.83 |
7/10/2022 | 10081.48 | 10130.01 | 10287.83 |
10/10/2022 | 10081.48 | 10130.01 | 10287.83 |
11/10/2022 | 10014.38 | 9948.65 | 9899.47 |
12/10/2022 | 9978.31 | 9905.88 | 9823.21 |
13/10/2022 | 9983.10 | 9985.76 | 10006.27 |
14/10/2022 | 10007.42 | 9940.45 | 9894.67 |
17/10/2022 | 10015.82 | 10000.29 | 9955.81 |
18/10/2022 | 10020.00 | 9974.59 | 9905.45 |
19/10/2022 | 10036.59 | 9970.68 | 9887.95 |
20/10/2022 | 10070.12 | 9991.54 | 9900.46 |
21/10/2022 | 10099.31 | 10085.94 | 10043.13 |
24/10/2022 | 10124.20 | 10098.12 | 10073.18 |
25/10/2022 | 10142.95 | 10197.63 | 10276.81 |
26/10/2022 | 10177.74 | 10223.17 | 10316.18 |
27/10/2022 | 10225.89 | 10323.05 | 10482.35 |
28/10/2022 | 10267.62 | 10356.11 | 10466.08 |
31/10/2022 | 10282.00 | 10414.85 | 10541.87 |
1/11/2022 | 10281.00 | 10481.95 | 10668.54 |
2/11/2022 | 10290.39 | 10420.77 | 10546.00 |
3/11/2022 | 10341.26 | 10442.97 | 10579.81 |
4/11/2022 | 10337.61 | 10471.68 | 10614.37 |
7/11/2022 | 10377.54 | 10429.34 | 10500.14 |
8/11/2022 | 10398.97 | 10442.80 | 10529.42 |
9/11/2022 | 10394.90 | 10339.17 | 10362.53 |
10/11/2022 | 10478.79 | 10414.76 | 10446.85 |
11/11/2022 | 10493.82 | 10540.98 | 10679.55 |
14/11/2022 | 10500.87 | 10586.43 | 10784.28 |
15/11/2022 | 10539.23 | 10680.30 | 10941.46 |
16/11/2022 | 10539.23 | 10680.30 | 10941.46 |
17/11/2022 | 10621.22 | 10766.00 | 10983.01 |
18/11/2022 | 10626.98 | 10799.95 | 11039.00 |
21/11/2022 | 10626.98 | 10799.95 | 11039.00 |
22/11/2022 | 10674.53 | 10831.38 | 11055.00 |
23/11/2022 | 10693.45 | 10862.31 | 11084.03 |
24/11/2022 | 10748.20 | 10944.81 | 11163.92 |
25/11/2022 | 10794.94 | 11045.73 | 11306.25 |
28/11/2022 | 10820.27 | 11064.25 | 11338.64 |
29/11/2022 | 10882.33 | 11193.73 | 11530.19 |
30/11/2022 | 10913.65 | 11224.57 | 11542.19 |
1/12/2022 | 10977.08 | 11352.20 | 11689.30 |
2/12/2022 | 11032.80 | 11379.68 | 11708.55 |
5/12/2022 | 11072.23 | 11313.53 | 11552.92 |
6/12/2022 | 11077.70 | 11399.74 | 11687.75 |
7/12/2022 | 11131.98 | 11500.06 | 11811.67 |
8/12/2022 | 11131.98 | 11500.06 | 11811.67 |
9/12/2022 | 11131.98 | 11500.06 | 11811.67 |
12/12/2022 | 11151.37 | 11423.15 | 11629.12 |
13/12/2022 | 11162.85 | 11399.08 | 11590.61 |
14/12/2022 | 11187.47 | 11387.50 | 11535.81 |
15/12/2022 | 11244.19 | 11447.65 | 11579.69 |
16/12/2022 | 11253.53 | 11489.30 | 11597.40 |
19/12/2022 | 11334.23 | 11637.96 | 11832.27 |
20/12/2022 | 11337.20 | 11639.29 | 11831.92 |
21/12/2022 | 11398.20 | 11919.91 | 12283.79 |
22/12/2022 | 11448.04 | 11998.57 | 12413.41 |
23/12/2022 | 11456.66 | 12113.81 | 12602.99 |
26/12/2022 | 11490.33 | 12250.90 | 12839.82 |
27/12/2022 | 11527.73 | 12341.27 | 12968.53 |
28/12/2022 | 11531.17 | 12463.87 | 13198.08 |
29/12/2022 | 11585.99 | 12428.10 | 13117.61 |
30/12/2022 | 11647.31 | 12509.60 | 13259.95 |
2/1/2023 | 11647.31 | 12509.60 | 13259.95 |
3/1/2023 | 11677.87 | 12505.78 | 13150.32 |
4/1/2023 | 11796.75 | 12627.91 | 13270.89 |
5/1/2023 | 11828.55 | 12820.77 | 13591.00 |
6/1/2023 | 11853.96 | 12896.22 | 13708.34 |
9/1/2023 | 11845.48 | 12933.68 | 13780.03 |
10/1/2023 | 11858.17 | 12937.19 | 13751.47 |
11/1/2023 | 11881.75 | 13127.87 | 14080.58 |
12/1/2023 | 11958.80 | 13330.01 | 14384.50 |
13/1/2023 | 11963.59 | 13451.12 | 14633.74 |
16/1/2023 | 12022.35 | 13620.14 | 14942.02 |
17/1/2023 | 12053.92 | 13815.39 | 15232.48 |
18/1/2023 | 12080.98 | 13486.12 | 14522.56 |
19/1/2023 | 12108.21 | 13480.57 | 14505.67 |
20/1/2023 | 12119.14 | 13711.00 | 14883.28 |
23/1/2023 | 12165.18 | 13757.72 | 14989.12 |
24/1/2023 | 12171.21 | 13814.35 | 15036.80 |
25/1/2023 | 12189.37 | 13964.75 | 15272.93 |
26/1/2023 | 12272.83 | 14038.79 | 15340.29 |
27/1/2023 | 12284.51 | 13969.06 | 15132.67 |
30/1/2023 | 12366.67 | 13884.25 | 14956.34 |
31/1/2023 | 12336.62 | 13997.21 | 15175.09 |
1/2/2023 | 12351.29 | 13968.40 | 15096.13 |
2/2/2023 | 12422.44 | 13989.86 | 15087.07 |
3/2/2023 | 12419.86 | 13857.57 | 14823.88 |
6/2/2023 | 12422.43 | 13915.66 | 14966.73 |
7/2/2023 | 12452.24 | 13985.34 | 15053.94 |
8/2/2023 | 12497.08 | 14047.44 | 15182.00 |
9/2/2023 | 12553.98 | 14071.73 | 15162.92 |
10/2/2023 | 12501.73 | 14075.79 | 15178.46 |
13/2/2023 | 12560.95 | 14243.09 | 15441.02 |
14/2/2023 | 12548.38 | 14282.88 | 15462.26 |
15/2/2023 | 12576.76 | 14264.79 | 15418.65 |
16/2/2023 | 12693.14 | 14362.77 | 15540.87 |
17/2/2023 | 12678.24 | 14244.78 | 15292.71 |
20/2/2023 | 12678.24 | 14244.78 | 15292.71 |
21/2/2023 | 12678.24 | 14244.78 | 15292.71 |
22/2/2023 | 12744.89 | 14244.14 | 15219.63 |
23/2/2023 | 12826.15 | 14346.22 | 15339.30 |
24/2/2023 | 12849.57 | 14382.52 | 15404.16 |
27/2/2023 | 12930.37 | 14454.30 | 15525.19 |
28/2/2023 | 12978.59 | 14449.49 | 15465.62 |
1/3/2023 | 12988.07 | 14486.37 | 15530.99 |
2/3/2023 | 13018.28 | 14380.59 | 15348.69 |
3/3/2023 | 13063.17 | 14470.32 | 15481.35 |
6/3/2023 | 13120.95 | 14616.98 | 15731.36 |
7/3/2023 | 13151.31 | 14508.20 | 15543.41 |
8/3/2023 | 13126.80 | 14586.50 | 15651.43 |
9/3/2023 | 13174.68 | 14573.76 | 15592.54 |
10/3/2023 | 13199.26 | 14402.32 | 15276.14 |
13/3/2023 | 13229.07 | 14268.86 | 14973.11 |
14/3/2023 | 13304.79 | 14247.91 | 14888.23 |
15/3/2023 | 13317.86 | 14083.61 | 14555.97 |
16/3/2023 | 13307.90 | 14309.79 | 14999.48 |
17/3/2023 | 13356.37 | 14315.34 | 14984.10 |
20/3/2023 | 13447.98 | 14367.68 | 14985.24 |
21/3/2023 | 13457.98 | 14508.02 | 15246.43 |
22/3/2023 | 13428.65 | 14397.44 | 15112.99 |
23/3/2023 | 13464.50 | 14323.76 | 14956.28 |
24/3/2023 | 13464.50 | 14323.76 | 14956.28 |
27/3/2023 | 13507.82 | 14534.08 | 15387.81 |
28/3/2023 | 13548.15 | 14686.88 | 15681.58 |
29/3/2023 | 13540.15 | 14807.85 | 15893.13 |
30/3/2023 | 13679.08 | 14925.95 | 16074.77 |
31/3/2023 | 13702.45 | 14879.83 | 15932.92 |
3/4/2023 | 13806.70 | 15088.21 | 16272.33 |
4/4/2023 | 13870.29 | 15109.58 | 16243.94 |
5/4/2023 | 13828.64 | 15112.14 | 16245.78 |
6/4/2023 | 13828.64 | 15112.14 | 16245.78 |
7/4/2023 | 13828.64 | 15112.14 | 16245.78 |
10/4/2023 | 13958.86 | 15214.94 | 16427.01 |
11/4/2023 | 13938.55 | 15305.21 | 16495.28 |
12/4/2023 | 13989.81 | 15400.85 | 16733.86 |
13/4/2023 | 14081.53 | 15541.86 | 16905.13 |
14/4/2023 | 14062.49 | 15647.28 | 17032.76 |
17/4/2023 | 14163.97 | 15824.34 | 17263.07 |
18/4/2023 | 14203.75 | 15868.44 | 17370.74 |
19/4/2023 | 14211.31 | 15685.04 | 17095.39 |
20/4/2023 | 14363.25 | 15937.43 | 17329.46 |
21/4/2023 | 14400.13 | 16117.16 | 17613.95 |
24/4/2023 | 14419.91 | 16243.78 | 17845.28 |
25/4/2023 | 14405.17 | 16272.32 | 17948.01 |
26/4/2023 | 14420.32 | 16306.08 | 17999.54 |
27/4/2023 | 14530.57 | 16256.78 | 17849.81 |
28/4/2023 | 14514.79 | 16291.26 | 17913.21 |
1/5/2023 | 14514.79 | 16291.26 | 17913.21 |
2/5/2023 | 14610.32 | 16339.63 | 17842.97 |
3/5/2023 | 14610.32 | 16339.63 | 17842.97 |
4/5/2023 | 14730.82 | 16205.37 | 17504.44 |
5/5/2023 | 14866.09 | 16483.99 | 17953.23 |
8/5/2023 | 14869.84 | 16568.85 | 18157.95 |
9/5/2023 | 14881.43 | 16670.50 | 18348.84 |
10/5/2023 | 14885.39 | 16733.32 | 18469.02 |
11/5/2023 | 15016.57 | 16901.82 | 18665.04 |
12/5/2023 | 15091.98 | 17060.65 | 18983.18 |
15/5/2023 | 15137.50 | 17100.89 | 19000.81 |
16/5/2023 | 15150.62 | 17096.73 | 18967.69 |
17/5/2023 | 15199.26 | 17240.02 | 19181.45 |
18/5/2023 | 15284.32 | 17349.93 | 19343.19 |
19/5/2023 | 15416.96 | 17572.15 | 19593.05 |
22/5/2023 | 15424.89 | 17594.55 | 19600.84 |
23/5/2023 | 15573.83 | 17729.84 | 19760.44 |
24/5/2023 | 15670.75 | 17793.21 | 19843.68 |
25/5/2023 | 15670.75 | 17793.21 | 19843.68 |
26/5/2023 | 15670.75 | 17793.21 | 19843.68 |
29/5/2023 | 15766.66 | 17887.92 | 20028.27 |
30/5/2023 | 15843.74 | 17922.44 | 19980.43 |
31/5/2023 | 15931.38 | 17973.47 | 19979.19 |
1/6/2023 | 16036.04 | 18190.62 | 20352.44 |
2/6/2023 | 16097.32 | 18253.95 | 20387.79 |
5/6/2023 | 16208.00 | 18442.15 | 20653.60 |
6/6/2023 | 16259.58 | 18752.65 | 21227.74 |
7/6/2023 | 16296.87 | 18856.87 | 21347.50 |
8/6/2023 | 16480.56 | 19007.04 | 21455.44 |
9/6/2023 | 16537.49 | 19055.07 | 21527.79 |
12/6/2023 | 16623.49 | 19148.02 | 21580.33 |
13/6/2023 | 16636.66 | 19192.97 | 21642.02 |
14/6/2023 | 16633.16 | 19162.44 | 21582.91 |
15/6/2023 | 16760.85 | 19477.15 | 22043.42 |
16/6/2023 | 16816.77 | 19757.22 | 22653.00 |
19/6/2023 | 16816.77 | 19757.22 | 22653.00 |
20/6/2023 | 16816.77 | 19757.22 | 22653.00 |
21/6/2023 | 16924.39 | 20127.18 | 23294.46 |
22/6/2023 | 17100.56 | 20026.52 | 22960.29 |
23/6/2023 | 17178.96 | 20176.03 | 23155.92 |
26/6/2023 | 17284.43 | 20484.50 | 23569.84 |
27/6/2023 | 17276.20 | 20273.24 | 23073.08 |
28/6/2023 | 17392.98 | 20219.86 | 22948.65 |
29/6/2023 | 17472.94 | 20341.70 | 23179.89 |
30/6/2023 | 17546.74 | 20604.00 | 23582.28 |
3/7/2023 | 17690.34 | 20878.01 | 23939.32 |
4/7/2023 | 17684.28 | 20958.12 | 24083.30 |
5/7/2023 | 17730.95 | 20910.40 | 23986.35 |
6/7/2023 | 17810.82 | 20700.96 | 23453.00 |
7/7/2023 | 17884.71 | 20839.85 | 23677.84 |
10/7/2023 | 17896.91 | 20757.40 | 23609.12 |
11/7/2023 | 18001.45 | 20864.73 | 23700.97 |
12/7/2023 | 17973.57 | 20957.76 | 23981.22 |
13/7/2023 | 18046.28 | 21275.09 | 24534.62 |
14/7/2023 | 18006.51 | 21176.42 | 24323.78 |
17/7/2023 | 18115.80 | 21448.34 | 24734.07 |
18/7/2023 | 18157.62 | 21467.17 | 24792.27 |
19/7/2023 | 18223.34 | 21494.64 | 24722.15 |
20/7/2023 | 18330.82 | 21651.73 | 24927.24 |
21/7/2023 | 18431.28 | 21897.66 | 25293.56 |
24/7/2023 | 18515.55 | 21856.81 | 25183.12 |
25/7/2023 | 18567.02 | 21992.34 | 25334.60 |
26/7/2023 | 18564.91 | 21985.58 | 25311.58 |
27/7/2023 | 18703.50 | 21778.95 | 24819.33 |
28/7/2023 | 18738.44 | 21929.49 | 25029.16 |
31/7/2023 | 18866.24 | 22029.31 | 25174.16 |
1/8/2023 | 18862.42 | 21939.40 | 25103.87 |
2/8/2023 | 18900.37 | 21862.17 | 24923.40 |
3/8/2023 | 18969.59 | 21914.70 | 24788.47 |
4/8/2023 | 18995.42 | 22140.03 | 25090.66 |
7/8/2023 | 19024.34 | 22200.04 | 25165.20 |
8/8/2023 | 19043.59 | 22374.97 | 25581.18 |
9/8/2023 | 19024.37 | 22214.54 | 25260.50 |
10/8/2023 | 19181.83 | 22504.42 | 25643.82 |
11/8/2023 | 19252.34 | 22660.51 | 25950.05 |
14/8/2023 | 19385.40 | 22817.91 | 26367.82 |
15/8/2023 | 19686.69 | 23398.92 | 27389.43 |
16/8/2023 | 19848.11 | 24021.70 | 28438.29 |
17/8/2023 | 20038.10 | 24308.21 | 29025.23 |
18/8/2023 | 20161.80 | 24371.60 | 29064.72 |
21/8/2023 | 20161.80 | 24371.60 | 29064.72 |
22/8/2023 | 20266.63 | 24453.89 | 29388.39 |
23/8/2023 | 20374.66 | 24793.24 | 30008.82 |
24/8/2023 | 20476.27 | 24851.96 | 30015.86 |
25/8/2023 | 20669.58 | 25258.65 | 30580.55 |
28/8/2023 | 20760.48 | 25897.18 | 31538.36 |
29/8/2023 | 21023.23 | 26329.53 | 32121.07 |
30/8/2023 | 21001.03 | 26135.17 | 31880.30 |
31/8/2023 | 20969.08 | 25880.19 | 31311.20 |
1/9/2023 | 21007.79 | 25717.15 | 30879.73 |
4/9/2023 | 21070.51 | 25726.09 | 30854.92 |
5/9/2023 | 21027.34 | 25297.33 | 30016.02 |
6/9/2023 | 20930.07 | 25054.71 | 29627.44 |
7/9/2023 | 20787.57 | 24542.78 | 28843.24 |
8/9/2023 | 20812.58 | 24370.57 | 28626.96 |
11/9/2023 | 20792.56 | 24166.50 | 28072.10 |
12/9/2023 | 20848.44 | 24480.08 | 28792.52 |
13/9/2023 | 20864.71 | 24592.97 | 29221.43 |
14/9/2023 | 21013.82 | 24905.80 | 29784.04 |
15/9/2023 | 21004.59 | 24832.78 | 29637.16 |
18/9/2023 | 21090.47 | 25029.91 | 30134.76 |
19/9/2023 | 21179.84 | 24971.26 | 29941.42 |
20/9/2023 | 21107.56 | 24800.26 | 29522.32 |
21/9/2023 | 21115.12 | 24678.36 | 29336.45 |
22/9/2023 | 21177.99 | 24726.28 | 29366.12 |
25/9/2023 | 21200.69 | 24696.18 | 29215.08 |
26/9/2023 | 21156.26 | 24592.54 | 29057.08 |
27/9/2023 | 21176.45 | 24742.83 | 29425.81 |
28/9/2023 | 21013.08 | 24836.35 | 29877.76 |
29/9/2023 | 21055.59 | 24644.71 | 29392.17 |
Retorno Esperado | (1 año) | ||
---|---|---|---|
Rendimiento Esperado ARS | 220.3% | 294.1% | 365.0% |
Volatilidad Anualizada | 2.0% | 7.5% | 15.3% |