+6.4%
KDP vs ITUB
+125.3%
-118.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.3% |
| 7D | +2.1% | +8.2% | -6.2% | +1.4% |
| 30D | +8.5% | +4.7% | +3.8% | +8.0% |
| 3M | +6.6% | +13.0% | -6.4% | +5.4% |
| 6M | +17.1% | +4.2% | +12.9% | +16.4% |
| YTD | +19.0% | +18.6% | +0.5% | +17.0% |
| 1Y | +21.8% | +31.3% | -9.5% | +18.5% |
| 3Y | +6.4% | +124.9% | -118.4% | -5.3% |
| All | +6.4% | +125.3% | -118.9% | -5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling