+63.8%
KO vs ITUB
+120.9%
-57.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.5% |
| 7D | +0.2% | +2.2% | -2.0% | +0.1% |
| 30D | +1.8% | +12.6% | -10.8% | +1.0% |
| 3M | +7.7% | +6.4% | +1.3% | +7.1% |
| 6M | +15.3% | +0.6% | +14.7% | +15.0% |
| YTD | +28.0% | +18.8% | +9.1% | +25.9% |
| 1Y | +34.3% | +31.0% | +3.3% | +31.0% |
| 3Y | +63.8% | +118.1% | -54.3% | +49.6% |
| All | +63.8% | +120.9% | -57.1% | +49.6% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling