+454.5%
KGC vs UEC
+278.7%
+175.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.4% | -3.0% |
| 7D | +2.4% | +2.6% | -0.1% | +1.8% |
| 30D | +9.2% | +5.6% | +3.6% | +7.6% |
| 3M | +16.7% | -5.7% | +22.5% | +17.3% |
| 6M | -7.0% | -8.0% | +1.0% | -6.8% |
| YTD | +7.5% | +1.8% | +5.7% | +5.3% |
| 1Y | +34.4% | +0.6% | +33.8% | +30.6% |
| 3Y | +552.0% | +155.2% | +396.8% | +404.1% |
| 5Y | +454.5% | +305.8% | +148.7% | +294.3% |
| All | +454.5% | +278.7% | +175.9% | +294.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling