+35.7%
KGC vs UEC
-1.0%
+36.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +1.1% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | +10.5% | +1.9% | +8.5% | +9.2% |
| 3M | +19.8% | +8.9% | +10.9% | +15.0% |
| 6M | -6.7% | -14.5% | +7.8% | -4.7% |
| YTD | +7.8% | -0.7% | +8.5% | +5.9% |
| 1Y | +35.7% | -4.1% | +39.7% | +41.1% |
| All | +35.7% | -1.0% | +36.7% | +41.1% |
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