-27.2%
KWEB vs ITUB
+30.8%
-57.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.8% | +2.2% |
| 7D | -1.0% | +8.7% | -9.7% | -3.3% |
| 30D | -8.7% | -0.7% | -8.0% | -8.7% |
| 3M | -4.0% | +7.8% | -11.8% | -6.5% |
| 6M | -13.1% | -3.4% | -9.7% | -12.8% |
| YTD | -23.5% | +16.3% | -39.8% | -25.8% |
| 1Y | -27.2% | +29.8% | -57.0% | -33.6% |
| All | -27.2% | +30.8% | -57.9% | -33.6% |
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 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