+38.9%
KDP vs ITUB
+8.3%
+30.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.5% |
| 7D | -0.8% | +1.9% | -2.7% | -0.9% |
| 30D | +9.7% | -22.2% | +31.9% | +10.5% |
| 3M | +17.6% | +2.7% | +14.9% | +16.1% |
| 6M | +25.8% | -3.0% | +28.7% | +24.6% |
| YTD | +33.9% | +7.5% | +26.4% | +32.7% |
| 1Y | +38.9% | +10.5% | +28.4% | +37.7% |
| All | +38.9% | +8.3% | +30.6% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling