+66.5%
KKR vs ITUB
+186.2%
-119.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -6.2% | +2.2% | -8.4% | -6.9% |
| 30D | -8.9% | +12.6% | -21.5% | -12.2% |
| 3M | +6.3% | +6.4% | -0.1% | +3.7% |
| 6M | +16.5% | +0.6% | +15.9% | +15.5% |
| YTD | -20.3% | +18.8% | -39.1% | -25.2% |
| 1Y | -29.8% | +31.0% | -60.8% | -36.3% |
| 3Y | +63.2% | +118.1% | -54.9% | +24.7% |
| All | +66.5% | +186.2% | -119.7% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling