AFOS-Analytics1's picture
Add Harvard Dataverse DOI badge
bcab0bb verified
|
Raw
History Blame Contribute Delete
16.7 kB
---
license:
- cc-by-4.0
- apache-2.0
language:
- es
- en
- pt
pretty_name: "AFOS · Peru 2026 Electoral Divergence"
tags:
- elections
- peru
- prediction-markets
- polls
- political-risk
- divergence
- open-data
- latin-america
---
![AFOS · Peru 2026 Electoral Divergence](banner.png)
# AFOS · Peru 2026 Electoral Divergence Dataset
[![Harvard Dataverse DOI](https://img.shields.io/badge/Harvard%20Dataverse-10.7910%2FDVN%2FJBBGXV-a51c30)](https://dataverse.harvard.edu/dataset.xhtml?persistentId=doi:10.7910/DVN/JBBGXV)
🌐 **[English](#english) · [Español](#español) · [Português](#português)**
Open dataset cross-referencing **opinion polls × prediction markets** for Peru's **2026 general election** (first round 12 April 2026; runoff 7 June 2026, Keiko Fujimori vs Roberto Sánchez), built in the same spirit as the AFOS Brazil 2026 dataset: sources are reported side by side with **explicit divergence**, not blended into a single average.
Maintained by **[AFOS Analytics](https://afos-analytics.com)**. This is part of AFOS's expansion of its electoral-divergence method beyond Brazil. *No personal data, only public electoral information.*
> **Outcome (validated).** The runoff was one of the closest in Peruvian history. Final publishable polls showed a statistical tie (Ipsos valid-vote simulacro about 51.4 / 48.6) while the market gave Fujimori about 68% to win. After Roberto Sánchez contested the count (seeking to void the overseas vote and petitioning the Inter-American Commission on Human Rights), the JNE rejected the appeals and on 3 July 2026 proclaimed **Keiko Fujimori** president-elect with **50.135% to Sánchez's 49.865%** (about 49,000 votes); inauguration 28 July. **Two opposite divergences in one election:** in the first round the market misread the frontrunner (López Aliaga, favorite → 3rd); in the runoff it was right on direction but overstated the margin, while the polls' tie matched the result.
>
> **Resultado (validado).** El balotaje fue uno de los más ajustados de la historia peruana. Las encuestas finales publicables mostraban un empate técnico (simulacro de votos válidos de Ipsos cerca de 51,4 / 48,6), mientras el mercado daba a Fujimori cerca de 68% de ganar. Tras la impugnación del conteo por Roberto Sánchez (pidiendo anular el voto en el exterior y recurriendo a la CIDH), el JNE rechazó los recursos y, el 3 de julio de 2026, proclamó a **Keiko Fujimori** presidenta electa con **50,135% frente al 49,865%** de Sánchez (cerca de 49 mil votos); investidura el 28 de julio. **Dos divergencias opuestas en una elección:** en la primera vuelta el mercado erró al favorito (López Aliaga, favorito → 3º); en el balotaje acertó la dirección pero sobreestimó el margen, mientras el empate de las encuestas coincidió con el resultado.
>
> **Desfecho (validado).** O 2º turno foi um dos mais apertados da história peruana. As pesquisas finais publicáveis davam empate técnico (simulacro de votos válidos da Ipsos cerca de 51,4 / 48,6), enquanto o mercado dava Fujimori a cerca de 68% de chance de vencer. Depois de Roberto Sánchez contestar a apuração (pedindo a nulidade do voto no exterior e recorrendo à CIDH), a JNE rejeitou os recursos e, em 3 de julho de 2026, proclamou **Keiko Fujimori** presidente eleita com **50,135% contra 49,865%** de Sánchez (cerca de 49 mil votos); posse em 28 de julho. **Duas divergências opostas na mesma eleição:** no 1º turno o mercado errou o favorito (López Aliaga, favorito → 3º); no 2º turno acertou a direção mas superestimou a margem, enquanto o empate das pesquisas bateu com o resultado.
---
## Press coverage layer
The qualitative third axis of the AFOS cross (**market x polls x press**) is now a structured file: `news/peru-2026-press-coverage.csv`, 8 dated headlines from 6 national outlets across the cycle (polls, election, result, analysis), in ES. Headlines and links only (outlets retain copyright); dates are publication/coverage dates, best-effort. It complements the quantitative market-vs-poll divergence; it is not sentiment-scored.
---
## English
![Polymarket implied probability of winning over the campaign](odds-trajectory.png)
![Market probability of winning versus poll vote share on the eve of the vote](odds-snapshot.png)
**Contents (start with the polls):**
| Path | Rows | Content |
|------|------|---------|
| `polls/peru-first-round-polls.csv` | 327 | First-round voting intention, **long format** (one row per candidate × poll), **all 14 candidates**, 36 polls, Jan→Apr 2026. |
| `polls/peru-runoff-polls.csv` | 16 | Runoff head-to-head (Fujimori vs Sánchez), Apr→Jun 2026. |
| `polls/peru-polls.json` | n/a | Full structured polls (first round + runoff) with methodology. |
| `data/peru-market-odds-timeseries.csv` | 2,490 | Daily Polymarket win-probability per candidate (16 candidates, Dec 2025→Jun 2026) from the "Peru Presidential Election Winner" market. |
| `data/peru-divergence-timeseries.csv` | 324 | **Market × poll divergence** per candidate, each first-round poll joined to the candidate's market odds on its date. |
| `data/peru-poly-raw.json` | n/a | Raw Polymarket payload (event + per-candidate price histories), kept for provenance. |
<sub>Market data fetched from Polymarket's gamma-api + clob (US-resolving function). Divergence covers the **first round**; no clean head-to-head runoff win-probability market exists to join the runoff polls.</sub>
### ⚖️ Notable divergences (why divergence beats the average)
The point of this dataset is the **gap** between what the market prices (probability of *winning*) and what polls measure (first-round *vote share*), read across the full daily series, not a single snapshot.
- **Rafael López Aliaga, the market's sustained favorite that the polls never matched.** For months the market priced his *win probability* at **40-55%** while his first-round vote-share polling stayed in the **low-to-mid teens (7-17%)**. He placed third and **missed the runoff**, the market's conviction ran well ahead of his actual support. A real, sustained divergence.
- **Keiko Fujimori, polls about 16% × market about 22%:** steadier in both; she led the first round and advanced. The 7 June runoff against Roberto Sánchez ended in a virtual tie and, after Sánchez's challenges, the JNE proclaimed Keiko Fujimori president-elect on 3 July 2026 (50.135% × 49.865%, about 49,000 votes).
- **Ricardo Belmont, poll 9% × market 5.1%:** the market priced him *below* his vote share, never a contender in its eyes.
- **A caution on noise:** outsider Carlos Álvarez briefly spiked to 31.6% in the market on a single day (5 Apr) against about 8% in polls, then fell to low single digits within days. Thin-market prints can diverge sharply *without* being a sustained signal, which is exactly why the full daily series matters, not one snapshot.
**The reading:** the spread is the signal, but reading it means telling the *sustained* gap (López Aliaga) from transient noise (Álvarez). A blended average hides both.
**Pollsters covered:** Ipsos Perú, Datum Internacional, CPI, IEP, CIT, Imasolu, CELAG, IDICE, CB Global Data (with publishing client where applicable).
**Provenance & method:** poll figures are compiled deterministically (rowspan/colspan-aware HTML parser) from the public Wikipedia aggregation *"Opinion polling for the 2026 Peruvian general election"* and cross-checked against the [AS/COA poll tracker](https://www.as-coa.org/articles/poll-tracker-perus-2026-presidential-election); every figure traces to a named pollster's release. Market odds come from the public Polymarket markets. Nothing is imputed or smoothed; missing values are left blank.
**License (dual):** **data** → CC BY 4.0 (`LICENSE-CC-BY-4.0`); **code/scripts** → Apache 2.0 (`LICENSE-APACHE-2.0`), matching the repo root and the Hugging Face mirror. Underlying poll numbers are facts released by the named pollsters; the Wikipedia aggregation is CC BY-SA. Please attribute **AFOS Analytics** and the **original pollsters**.
**Cite:** *AFOS Analytics. Peru 2026 Electoral Divergence Dataset. Hugging Face, 2026. CC BY 4.0.* (see `CITATION.cff`)
**Disclaimer:** observational research. Not investment advice, not voting guidance.
---
## Español
Dataset abierto que cruza **encuestas × mercados de predicción** para la **elección general del Perú 2026** (primera vuelta 12 abr 2026; segunda vuelta 7 jun 2026, Keiko Fujimori vs Roberto Sánchez), con **divergencia explícita** entre fuentes en lugar de un promedio único.
- `polls/peru-first-round-polls.csv`, intención de voto en primera vuelta, formato largo, **los 14 candidatos**, 36 encuestas (ene→abr 2026).
- `polls/peru-runoff-polls.csv`, segunda vuelta cara a cara (Fujimori vs Sánchez), 16 encuestas.
- `data/peru-market-odds-timeseries.csv` / `data/peru-divergence-timeseries.csv`, probabilidad de Polymarket por candidato y divergencia mercado × encuesta.
### ⚖️ Divergencias destacadas (por qué la divergencia supera al promedio)
Lo importante es la **brecha** entre lo que valora el mercado (probabilidad de *ganar*) y lo que miden las encuestas (*voto* de primera vuelta), leída en toda la serie diaria, no en una foto.
- **Rafael López Aliaga, el favorito sostenido del mercado que las encuestas nunca confirmaron.** Durante meses el mercado valoró su *probabilidad de ganar* en **40-55%** mientras su voto de primera vuelta se quedaba en la **franja baja-media de la decena (7-17%)**. Quedó tercero y **no llegó al balotaje**, la convicción del mercado iba muy por delante de su apoyo real. Una divergencia real y sostenida.
- **Keiko Fujimori, encuestas cerca de 16% × mercado cerca de 22%:** más estable en ambos; lideró la primera vuelta y avanzó. El balotaje del 7 jun frente a Roberto Sánchez terminó en empate técnico y, tras las impugnaciones de Sánchez, el JNE proclamó a Keiko Fujimori presidenta electa el 3 jul 2026 (50,135% × 49,865%, cerca de 49 mil votos).
- **Ricardo Belmont, encuesta 9% × mercado 5,1%:** el mercado lo valoró *por debajo* de su voto.
- **Una advertencia sobre el ruido:** el outsider Carlos Álvarez subió brevemente a 31,6% en el mercado en un solo día (5 abr) frente a cerca de 8% en encuestas, y cayó a un dígito en pocos días. Los precios de mercados poco líquidos pueden divergir con fuerza *sin* ser una señal sostenida, por eso importa la serie diaria completa.
**La lectura:** la brecha es la señal, pero leerla implica distinguir la divergencia *sostenida* (López Aliaga) del ruido transitorio (Álvarez). Un promedio oculta ambas.
**Encuestadoras:** Ipsos Perú, Datum Internacional, CPI, IEP, CIT, Imasolu, CELAG, IDICE, CB Global Data. **Fuente:** agregación pública de Wikipedia + tracker AS/COA; cada cifra remite a la publicación de una encuestadora con nombre. **Licencia:** CC BY 4.0 (atribuir a AFOS Analytics y a las encuestadoras originales). Investigación observacional; no es asesoría de inversión ni orientación de voto.
---
## Português
Dataset aberto cruzando **pesquisas × mercados de previsão** para a **eleição geral do Peru 2026** (1º turno 12/abr; 2º turno 07/jun, Keiko Fujimori × Roberto Sánchez), com **divergência explícita** entre fontes. Pesquisas (14 candidatos, 36 do 1º turno + 16 do 2º turno) compiladas deterministicamente da agregação pública da Wikipedia + tracker AS/COA; odds do Polymarket. Licença CC BY 4.0 (atribuir AFOS Analytics + institutos originais). Pesquisa observacional; não é recomendação de investimento nem orientação de voto.
### ⚖️ Divergências em destaque (por que a divergência supera a média)
O ponto é a **diferença** entre o que o mercado precifica (probabilidade de *vencer*) e o que as pesquisas medem (*voto* de 1º turno), lida na série diária inteira, não numa foto.
- **Rafael López Aliaga, o favorito sustentado do mercado que as pesquisas nunca confirmaram.** Por meses o mercado precificou a *chance de vencer* dele em **40-55%** enquanto o voto de 1º turno ficava na **casa baixa-média da dezena (7-17%)**. Ficou em 3º e **não foi ao 2º turno**, a convicção do mercado ia bem à frente do apoio real. Divergência real e sustentada.
- **Keiko Fujimori, pesquisas cerca de 16% × mercado cerca de 22%:** mais estável nos dois; liderou o 1º turno e avançou. O 2º turno de 07/jun contra Roberto Sánchez terminou em empate técnico e, após as contestações de Sánchez, a JNE proclamou Keiko Fujimori presidente eleita em 03/jul 2026 (50,135% × 49,865%, cerca de 49 mil votos).
- **Ricardo Belmont, pesquisa 9% × mercado 5,1%:** o mercado o precificou *abaixo* do voto.
- **Um alerta sobre ruído:** o azarão Carlos Álvarez deu um spike breve de 31,6% no mercado num único dia (5/abr) contra cerca de 8% nas pesquisas, e caiu pra um dígito em poucos dias. Preços de mercados pouco líquidos podem divergir forte *sem* ser sinal sustentado, por isso a série diária completa importa.
**A leitura:** a diferença é o sinal, mas lê-la é distinguir a divergência *sustentada* (López Aliaga) do ruído passageiro (Álvarez). A média esconde as duas.
---
**Sources / Fuentes:** Pollsters (Ipsos Perú, Datum, CPI, IEP, CIT, …) · [Wikipedia aggregation](https://en.wikipedia.org/wiki/Opinion_polling_for_the_2026_Peruvian_general_election) · [AS/COA poll tracker](https://www.as-coa.org/articles/poll-tracker-perus-2026-presidential-election) · Polymarket. Column definitions in [`DATA_DICTIONARY.md`](DATA_DICTIONARY.md).
## Structural context (World Bank)
Beyond the divergence data, this dataset ships `data/peru-structural-context.csv`: official, open World Bank indicators that frame the country, **governance** (Worldwide Governance Indicators, 0-100 scale) plus **economy & education** (World Development Indicators: population, GDP, GDP per capita, inflation, public education spending, expected years of schooling). These are annual structural indicators that contextualize the country; they do **not** predict the electoral outcome. Columns are documented in `DATA_DICTIONARY.md`.
## Provenance and reproducibility (v1.2.0)
- **raw/ vs. derived.** `raw/` holds immutable source pulls: the Polymarket snapshot(s) (`*-poly-raw.json`) and the official result (`peru-2026-official-result.json`). The CSVs under `data/`, `polls/` and `news/` are derived/transcribed series.
- **Validated against the official result.** Winner: Keiko Fujimori (Fuerza Popular). Source: Jurado Nacional de Elecciones (JNE), Peru (official proclamation 3 July 2026). See `raw/peru-2026-official-result.json`.
- **Poll disclosure.** The poll series carries per-row pollster, fieldwork date and sample size. Each poll row now carries a **page-level** `source_url` (the Wikipedia opinion-polling page it was compiled from: https://en.wikipedia.org/wiki/Opinion_polling_for_the_2026_Peruvian_general_election); per-pollster report URLs remain a future enhancement (the source aggregation footnotes were not retained per row).
- **Integrity.** `datapackage.json` (Frictionless, validated), `croissant.json` (MLCommons) and `CHECKSUMS.txt` (SHA-256) describe and verify every file.
---
<!-- afos-platform-pointer -->
## 📬 The method, and where it runs live
**English** · This is one of the elections AFOS has validated against the official result. How the validation works and what qualifies as a case: [the method](https://www.afos-analytics.com/en/how-it-works) and [methodology](https://www.afos-analytics.com/en/methodology). The same method runs live on Brazil 2026, published every day in [AFOS Daily](https://www.afos-analytics.com/en/daily), free by email.
**Português** · Esta é uma das eleições que o AFOS validou contra o resultado oficial. Como a validação funciona e o que qualifica um caso: [o método](https://www.afos-analytics.com/pt-BR/how-it-works) e a [metodologia](https://www.afos-analytics.com/pt-BR/methodology). O mesmo método roda ao vivo no Brasil 2026, publicado todos os dias no [AFOS Daily](https://www.afos-analytics.com/pt-BR/daily), gratuito por e-mail.
**Español** · Esta es una de las elecciones que AFOS validó contra el resultado oficial. Cómo funciona la validación y qué califica como caso: [el método](https://www.afos-analytics.com/es/how-it-works) y la [metodología](https://www.afos-analytics.com/es/methodology). El mismo método corre en vivo en Brasil 2026, publicado todos los días en [AFOS Daily](https://www.afos-analytics.com/es/daily), gratis por correo.