-13.7%
KKR vs ITUB
+9.0%
-22.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.3% | +2.3% | +5.1% |
| 7D | +8.9% | -1.6% | +10.5% | +9.1% |
| 30D | +12.7% | -26.6% | +39.3% | +16.9% |
| 3M | -6.2% | -11.1% | +4.9% | -6.4% |
| 6M | -1.5% | -13.1% | +11.5% | -1.7% |
| YTD | -20.1% | +3.9% | -23.9% | -21.3% |
| 1Y | -13.7% | +9.8% | -23.5% | -16.9% |
| All | -13.7% | +9.0% | -22.7% | -16.9% |
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