+696.7%
KKR vs UEC
+885.8%
-189.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.4% | +1.0% |
| 7D | -6.2% | -9.4% | +3.3% | -4.8% |
| 30D | -8.9% | -8.0% | -0.8% | -8.0% |
| 3M | +6.3% | -1.7% | +8.0% | +5.8% |
| 6M | +16.5% | -26.1% | +42.6% | +19.3% |
| YTD | -20.3% | -10.5% | -9.7% | -21.6% |
| 1Y | -29.8% | -13.3% | -16.5% | -31.8% |
| 3Y | +63.2% | +116.4% | -53.2% | +29.7% |
| 5Y | +68.0% | +225.5% | -157.6% | +16.8% |
| All | +696.7% | +885.8% | -189.1% | +288.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling