+26.2%
KLAC vs ITUB
+9.0%
+17.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.3% | -7.4% | -5.0% |
| 7D | -5.7% | -1.6% | -4.0% | -5.2% |
| 30D | -27.6% | -26.6% | -1.0% | -21.2% |
| 3M | -23.3% | -11.1% | -12.2% | -24.4% |
| 6M | -12.4% | -13.1% | +0.7% | -12.7% |
| YTD | +23.7% | +3.9% | +19.9% | +17.4% |
| 1Y | +26.2% | +9.8% | +16.4% | +15.5% |
| All | +26.2% | +9.0% | +17.2% | +15.5% |
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