+1,688.1%
KKR vs ITUB
+140.7%
+1,547.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.7% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +0.3% | +2.6% | -2.3% | -0.8% |
| 3M | +8.8% | +8.4% | +0.4% | +5.5% |
| 6M | +14.9% | -0.5% | +15.4% | +14.4% |
| YTD | -17.9% | +15.3% | -33.2% | -22.3% |
| 1Y | -23.7% | +28.7% | -52.4% | -30.4% |
| 3Y | +69.1% | +118.7% | -49.6% | +28.7% |
| 5Y | +72.6% | +182.7% | -110.1% | +17.2% |
| 10Y | +728.2% | +207.6% | +520.6% | +394.1% |
| All | +1,688.1% | +140.7% | +1,547.4% | +887.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling