-4.3%
KGC vs ITUB
+9.0%
-13.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.3% | +4.2% | +6.3% |
| 7D | -6.8% | -1.6% | -5.2% | -6.2% |
| 30D | -9.2% | -26.6% | +17.5% | -0.2% |
| 3M | -9.1% | -11.1% | +2.0% | -10.0% |
| 6M | -25.7% | -13.1% | -12.6% | -25.6% |
| YTD | -23.6% | +3.9% | -27.5% | -26.7% |
| 1Y | -4.3% | +9.8% | -14.0% | -11.5% |
| All | -4.3% | +9.0% | -13.3% | -11.5% |
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