+26.6%
KMI vs ITUB
+9.0%
+17.6%
-11.3%
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% | -4.3% |
| 7D | -5.2% | -1.6% | -3.6% | -5.1% |
| 30D | +1.2% | -26.6% | +27.9% | +3.0% |
| 3M | +1.3% | -11.1% | +12.4% | +2.4% |
| 6M | -1.1% | -13.1% | +11.9% | +0.1% |
| YTD | +19.0% | +3.9% | +15.1% | +15.3% |
| 1Y | +26.6% | +9.8% | +16.8% | +21.0% |
| All | +26.6% | +9.0% | +17.6% | +21.0% |
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