-33.9%
KWEB vs ITUB
+9.1%
-43.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.2% | +3.9% |
| 7D | +5.8% | -1.6% | +7.4% | +6.0% |
| 30D | -1.0% | -26.6% | +25.6% | +3.9% |
| 3M | -15.8% | -11.0% | -4.8% | -15.7% |
| 6M | -14.9% | -13.0% | -1.9% | -14.5% |
| YTD | -28.6% | +3.9% | -32.5% | -28.8% |
| 1Y | -33.9% | +9.8% | -43.7% | -34.7% |
| All | -33.9% | +9.1% | -43.0% | -34.7% |
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 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