-24.5%
KVUE vs ITUB
+144.1%
-168.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.1% |
| 7D | -5.1% | +2.2% | -7.3% | -5.5% |
| 30D | -6.3% | +12.6% | -18.9% | -8.2% |
| 3M | -0.5% | +6.4% | -6.9% | -1.8% |
| 6M | +3.1% | +0.6% | +2.5% | +2.6% |
| YTD | +6.7% | +18.8% | -12.2% | +2.4% |
| 1Y | -1.1% | +31.0% | -32.1% | -7.1% |
| 3Y | -8.7% | +118.1% | -126.8% | -23.7% |
| All | -24.5% | +144.1% | -168.6% | -39.7% |
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