-4.3%
KGC vs UEC
-46.3%
+42.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.9% | +12.4% | +9.3% |
| 7D | -6.8% | -13.8% | +7.0% | -1.4% |
| 30D | -9.2% | -23.1% | +13.9% | -0.2% |
| 3M | -9.1% | -31.5% | +22.4% | +4.1% |
| 6M | -25.7% | -51.5% | +25.8% | -5.8% |
| YTD | -23.6% | -38.4% | +14.8% | -8.7% |
| 1Y | -4.3% | -44.7% | +40.4% | +16.6% |
| All | -4.3% | -46.3% | +42.0% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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