+20.1%
KORU vs ITUB
+1.4%
+18.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +7.6% |
| 7D | +20.1% | 0.0% | +20.1% | +19.1% |
| 30D | +47.5% | +2.6% | +44.9% | +35.5% |
| 3M | -30.1% | +8.4% | -38.5% | -45.0% |
| 6M | +20.1% | -0.5% | +20.7% | +29.5% |
| All | +20.1% | +1.4% | +18.7% | +29.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling